Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,280
| Closed | -$98K | – | 520 |
|
|
2020
Q2 | $98K | Buy |
2,280
+15
| +0.7% | +$645 | 0.02% | 326 |
|
|
2020
Q1 | $85K | Hold |
2,265
| – | – | 0.02% | 317 |
|
|
2019
Q4 | $98K | Buy |
2,265
+15
| +0.7% | +$649 | 0.02% | 335 |
|
|
2019
Q3 | $85K | Sell |
2,250
-230
| -9% | -$8.69K | 0.02% | 353 |
|
|
2019
Q2 | $97K | Buy |
+2,480
| New | +$97K | 0.02% | 342 |
|
|
2019
Q1 | – | Hold |
0
| – | -$80K | – | 443 |
|
|
2018
Q4 | – | Hold |
0
| – | -$90K | – | 413 |
|
|
2018
Q3 | – | Hold |
0
| – | -$78K | – | 435 |
|
|
2018
Q2 | – | Hold |
0
| – | -$76K | – | 456 |
|
|
2018
Q1 | – | Hold |
0
| – | -$77K | – | 463 |
|
|
2017
Q4 | – | Hold |
0
| – | -$75K | – | 497 |
|
|
2017
Q3 | – | Hold |
0
| – | -$72K | – | 511 |
|
|
2017
Q2 | – | Hold |
0
| – | -$68K | – | 500 |
|
|
2017
Q1 | – | Hold |
0
| – | -$63K | – | 520 |
|
|
2016
Q4 | – | Hold |
0
| – | -$170K | – | 506 |
|
|
2016
Q3 | – | Hold |
0
| – | -$168K | – | 286 |
|
|
2016
Q2 | – | Hold |
0
| – | -$158K | – | 276 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 219 |
|
|
2015
Q3 | – | Hold |
0
| – | -$43K | – | 554 |
|
|
2015
Q2 | – | Hold |
0
| – | -$42K | – | 458 |
|
|
2015
Q1 | – | Hold |
0
| – | -$39K | – | 425 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 384 |
|