GC
Grimes & Company’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-77,673
| Closed | -$15.1M | – | 256 |
|
|
2019
Q1 | $15.1M | Buy |
77,673
+10,184
| +15% | +$1.97M | 1.18% | 23 |
|
|
2018
Q4 | $12.2M | Buy |
+67,489
| New | +$12.2M | 1.19% | 14 |
|
|
2018
Q2 | – | Sell |
-23,834
| Closed | -$4.11M | – | 244 |
|
|
2018
Q1 | $4.11M | Sell |
23,834
-76,698
| -76% | -$13.2M | 0.4% | 67 |
|
|
2017
Q4 | $17.5M | Buy |
100,532
+77,402
| +335% | +$13.5M | 1.69% | 16 |
|
|
2017
Q3 | $3.98M | Buy |
+23,130
| New | +$3.98M | 0.42% | 66 |
|
|
2016
Q4 | – | Sell |
-9,284
| Closed | -$1.39M | – | 211 |
|
|
2016
Q3 | $1.39M | Buy |
+9,284
| New | +$1.39M | 0.19% | 96 |
|