Fulcrum Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,180
| Closed | -$507K | – | 195 |
|
|
2021
Q3 | $507K | Sell |
9,180
-8,755
| -49% | -$484K | 0.2% | 84 |
|
|
2021
Q2 | $979K | Sell |
17,935
-205
| -1% | -$11.2K | 0.37% | 72 |
|
|
2021
Q1 | $916K | Sell |
18,140
-3,665
| -17% | -$185K | 0.36% | 76 |
|
|
2020
Q4 | $1.07M | Buy |
+21,805
| New | +$1.07M | 0.43% | 61 |
|
|
2020
Q1 | – | Sell |
-92,545
| Closed | -$3.99M | – | 71 |
|
|
2019
Q4 | $3.99M | Buy |
+92,545
| New | +$3.99M | 2.09% | 11 |
|
|
2019
Q3 | – | Sell |
-111,445
| Closed | -$4.31M | – | 239 |
|
|
2019
Q2 | $4.31M | Buy |
+111,445
| New | +$4.31M | 2.05% | 10 |
|