Great Diamond Partners’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
2023
Q2
Sell
-23,335
Closed -$1.15M 225
2023
Q1
$1.15M Buy
23,335
+3,170
+16% +$157K 0.33% 78
2022
Q4
$1.08M Sell
20,165
-880
-4% -$47.1K 0.33% 70
2022
Q3
$1.08M Buy
+21,045
New +$1.08M 0.37% 68
2020
Q2
Sell
-7,645
Closed -$254K 152
2020
Q1
$254K Sell
7,645
-795
-9% -$26.4K 0.13% 108
2019
Q4
$338K Buy
+8,440
New +$338K 0.13% 101