Focused Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-124
| Closed | -$7K | – | 698 |
|
2018
Q4 | $7K | Hold |
124
| – | – | ﹤0.01% | 487 |
|
2018
Q3 | $8K | Hold |
124
| – | – | ﹤0.01% | 457 |
|
2018
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 471 |
|
2018
Q1 | $7K | Hold |
124
| – | – | ﹤0.01% | 502 |
|
2017
Q4 | $7K | Hold |
124
| – | – | ﹤0.01% | 507 |
|
2017
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 468 |
|
2017
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 511 |
|
2017
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 516 |
|
2016
Q4 | $6K | Hold |
124
| – | – | ﹤0.01% | 524 |
|
2016
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 507 |
|
2016
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 498 |
|
2016
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 459 |
|
2015
Q4 | $6K | Hold |
124
| – | – | ﹤0.01% | 479 |
|
2015
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 466 |
|
2015
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 457 |
|
2015
Q1 | $7K | Sell |
124
-200
| -62% | -$11.3K | ﹤0.01% | 474 |
|
2014
Q4 | $16K | Hold |
324
| – | – | 0.01% | 341 |
|
2014
Q3 | $16K | Hold |
324
| – | – | 0.01% | 350 |
|
2014
Q2 | $15K | Hold |
324
| – | – | 0.01% | 357 |
|
2014
Q1 | $15K | Hold |
324
| – | – | 0.01% | 328 |
|
2013
Q4 | $14K | Hold |
324
| – | – | 0.01% | 343 |
|
2013
Q3 | $13K | Buy |
+324
| New | +$13K | 0.01% | 325 |
|