Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29
| Closed | -$2.69K | – | 188 |
|
|
2024
Q2 | $2.69K | Buy |
+29
| New | +$2.69K | ﹤0.01% | 169 |
|
|
2022
Q1 | – | Sell |
-130
| Closed | -$12K | – | 1789 |
|
|
2021
Q4 | $12K | Buy |
+130
| New | +$12K | ﹤0.01% | 730 |
|
|
2017
Q1 | – | Sell |
-2,840
| Closed | -$135K | – | 636 |
|
|
2016
Q4 | $135K | Hold |
2,840
| – | – | 0.1% | 116 |
|
|
2016
Q3 | $143K | Hold |
2,840
| – | – | 0.12% | 84 |
|
|
2016
Q2 | $143K | Hold |
2,840
| – | – | 0.12% | 77 |
|
|
2016
Q1 | $137K | Sell |
2,840
-744
| -21% | -$35.9K | 0.12% | 89 |
|
|
2015
Q4 | $184K | Hold |
3,584
| – | – | 0.17% | 70 |
|
|
2015
Q3 | $177K | Hold |
3,584
| – | – | 0.16% | 77 |
|
|
2015
Q2 | $195K | Hold |
3,584
| – | – | 0.16% | 70 |
|
|
2015
Q1 | $193K | Hold |
3,584
| – | – | 0.16% | 69 |
|
|
2014
Q4 | $178K | Buy |
+3,584
| New | +$178K | 0.13% | 82 |
|