Exencial Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $846K | Sell |
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|
2022
Q1 | $946K | Sell |
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|
2021
Q4 | $979K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $967K | Sell |
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|
2021
Q1 | $5.81M | Buy |
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|
2020
Q4 | $4.95M | Buy |
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|
2020
Q3 | $3.96M | Buy |
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|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $3.97M | Sell |
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|
2019
Q4 | $4.88M | Sell |
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|
2019
Q3 | $4.41M | Sell |
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|
2019
Q2 | $4.49M | Sell |
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|
2019
Q1 | $4.57M | Buy |
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|
2018
Q4 | $4.17M | Buy |
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|
2018
Q3 | $4.61M | Buy |
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|
2018
Q2 | $4.13M | Sell |
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|
2018
Q1 | $4.11M | Sell |
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|
2017
Q4 | $4.39M | Sell |
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|
2017
Q3 | $4.45M | Buy |
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|
2017
Q2 | $4.27M | Buy |
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|
2017
Q1 | $3.96M | Sell |
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|
2016
Q4 | $4.86M | Buy |
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|
2016
Q3 | $2.47M | Buy |
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|
2016
Q2 | $2.4M | Buy |
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|
2016
Q1 | $2.06M | Buy |
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|
2015
Q4 | $2.05M | Buy |
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|
2015
Q3 | $2.06M | Sell |
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|
2015
Q2 | $2.38M | Sell |
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|
2015
Q1 | $2.36M | Buy |
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|
2014
Q4 | $2M | Buy |
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|
2014
Q3 | $1.72M | Buy |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.38M | Sell |
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|
2013
Q4 | $1.41M | Sell |
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|
2013
Q3 | $1.37M | Buy |
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|
2013
Q2 | $1.28M | Buy |
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