GW & Wade’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,705
| Closed | -$254K | – | 433 |
|
|
2023
Q3 | $254K | Hold |
4,705
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $264K | Hold |
4,705
| – | – | 0.01% | 338 |
|
|
2023
Q1 | $257K | Buy |
4,705
+5
| +0.1% | +$273 | 0.01% | 333 |
|
|
2022
Q4 | $267K | Hold |
4,700
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $238K | Buy |
4,700
+200
| +4% | +$10.1K | 0.01% | 339 |
|
|
2022
Q2 | $242K | Buy |
4,500
+250
| +6% | +$13.4K | 0.01% | 339 |
|
|
2022
Q1 | $245K | Hold |
4,250
| – | – | 0.01% | 348 |
|
|
2021
Q4 | $255K | Hold |
4,250
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $235K | Hold |
4,250
| – | – | 0.01% | 347 |
|
|
2021
Q2 | $232K | Hold |
4,250
| – | – | 0.01% | 354 |
|
|
2021
Q1 | $215K | Buy |
+4,250
| New | +$215K | 0.01% | 337 |
|