GIA
Goodwin Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-47
| Closed | -$13.5K | – | 65 |
|
2023
Q4 | $13.5K | Sell |
47
-968
| -95% | -$277K | 0.01% | 58 |
|
2023
Q3 | $274K | Sell |
1,015
-71
| -7% | -$19.2K | 0.16% | 40 |
|
2023
Q2 | $304K | Sell |
1,086
-20
| -2% | -$5.61K | 0.18% | 38 |
|
2023
Q1 | $302K | Sell |
1,106
-104
| -9% | -$28.4K | 0.2% | 38 |
|
2022
Q4 | $343K | Sell |
1,210
-14,408
| -92% | -$4.09M | 0.24% | 33 |
|
2022
Q3 | $3.95M | Buy |
15,618
+14,576
| +1,399% | +$3.69M | 2.99% | 5 |
|
2022
Q2 | $280K | Sell |
1,042
-84
| -7% | -$22.6K | 0.22% | 35 |
|
2022
Q1 | $326K | Buy |
+1,126
| New | +$326K | 0.22% | 37 |
|