DAS
Dynamic Advisor Solutions’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-765
| Closed | -$217K | – | 778 |
|
|
2022
Q4 | $217K | Buy |
+765
| New | +$217K | 0.01% | 646 |
|
|
2022
Q3 | – | Sell |
-765
| Closed | -$206K | – | 714 |
|
|
2022
Q2 | $206K | Buy |
+765
| New | +$206K | 0.02% | 644 |
|
|
2021
Q4 | – | Sell |
-742
| Closed | -$205K | – | 755 |
|
|
2021
Q3 | $205K | Sell |
742
-25
| -3% | -$6.91K | 0.02% | 692 |
|
|
2021
Q2 | $209K | Buy |
+767
| New | +$209K | 0.02% | 660 |
|
|
2021
Q1 | – | Sell |
-885
| Closed | -$218K | – | 685 |
|
|
2020
Q4 | $218K | Hold |
885
| – | – | 0.02% | 573 |
|
|
2020
Q3 | $201K | Buy |
+885
| New | +$201K | 0.02% | 528 |
|
|
2018
Q4 | – | Sell |
-12,063
| Closed | -$2.45M | – | 427 |
|
|
2018
Q3 | $2.45M | Buy |
12,063
+4,737
| +65% | +$961K | 0.51% | 49 |
|
|
2018
Q2 | $1.31M | Buy |
7,326
+408
| +6% | +$72.7K | 0.3% | 101 |
|
|
2018
Q1 | $1.19M | Buy |
+6,918
| New | +$1.19M | 0.31% | 98 |
|