Geneos Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-98
| Closed | -$5.6K | – | 2926 |
|
|
2024
Q3 | $5.6K | Hold |
98
| – | – | ﹤0.01% | 2041 |
|
|
2024
Q2 | $5.14K | Sell |
98
-87
| -47% | -$4.56K | ﹤0.01% | 1721 |
|
|
2024
Q1 | $10.1K | Hold |
185
| – | – | ﹤0.01% | 1545 |
|
|
2023
Q4 | $9.71K | Hold |
185
| – | – | ﹤0.01% | 1556 |
|
|
2023
Q3 | $9.11K | Sell |
185
-50
| -21% | -$2.46K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $12K | Hold |
235
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q1 | $11.6K | Hold |
235
| – | – | ﹤0.01% | 1508 |
|
|
2022
Q4 | $12.6K | Buy |
+235
| New | +$12.6K | ﹤0.01% | 1468 |
|
|
2021
Q3 | – | Sell |
-595
| Closed | -$32K | – | 2865 |
|
|
2021
Q2 | $32K | Buy |
+595
| New | +$32K | ﹤0.01% | 1683 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$8K | – | 2587 |
|
|
2020
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 1890 |
|
|
2019
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 1971 |
|
|
2019
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 1967 |
|
|
2019
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 1905 |
|
|
2018
Q4 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 1849 |
|
|
2016
Q2 | – | Sell |
-125
| Closed | -$3K | – | 1823 |
|
|
2016
Q1 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 1606 |
|