Dowling & Yahnke’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $247K | Sell |
4,875
-130
| -3% | -$6.59K | 0.01% | 330 |
|
|
2022
Q2 | $269K | Sell |
5,005
-195
| -4% | -$10.5K | 0.01% | 323 |
|
|
2022
Q1 | $300K | Hold |
5,200
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $312K | Hold |
5,200
| – | – | 0.02% | 315 |
|
|
2021
Q3 | $287K | Hold |
5,200
| – | – | 0.02% | 314 |
|
|
2021
Q2 | $284K | Sell |
5,200
-325
| -6% | -$17.8K | 0.02% | 315 |
|
|
2021
Q1 | $279K | Hold |
5,525
| – | – | 0.02% | 300 |
|
|
2020
Q4 | $272K | Buy |
5,525
+200
| +4% | +$9.85K | 0.02% | 291 |
|
|
2020
Q3 | $242K | Sell |
5,325
-535
| -9% | -$24.3K | 0.02% | 286 |
|
|
2020
Q2 | $253K | Buy |
5,860
+235
| +4% | +$10.1K | 0.02% | 274 |
|
|
2020
Q1 | $211K | Hold |
5,625
| – | – | 0.02% | 278 |
|
|
2019
Q4 | $243K | Sell |
5,625
-75
| -1% | -$3.24K | 0.02% | 283 |
|
|
2019
Q3 | $216K | Sell |
5,700
-225
| -4% | -$8.53K | 0.02% | 292 |
|
|
2019
Q2 | $231K | Buy |
5,925
+250
| +4% | +$9.75K | 0.02% | 275 |
|
|
2019
Q1 | $220K | Sell |
5,675
-700
| -11% | -$27.1K | 0.02% | 249 |
|
|
2018
Q4 | $256K | Buy |
+6,375
| New | +$256K | 0.03% | 231 |
|