HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,620
| Closed | -$145K | – | 244 |
|
|
2019
Q4 | $145K | Buy |
+3,620
| New | +$145K | 0.04% | 160 |
|
|
2019
Q2 | – | Sell |
-14,465
| Closed | -$483K | – | 169 |
|
|
2019
Q1 | $483K | Sell |
14,465
-4,105
| -22% | -$137K | 0.14% | 107 |
|
|
2018
Q4 | $591K | Hold |
18,570
| – | – | 0.19% | 91 |
|
|
2018
Q3 | $686K | Sell |
18,570
-1,065
| -5% | -$39.3K | 0.22% | 87 |
|
|
2018
Q2 | $691K | Buy |
19,635
+410
| +2% | +$14.4K | 0.23% | 89 |
|
|
2018
Q1 | $607K | Hold |
19,225
| – | – | 0.21% | 101 |
|
|
2017
Q4 | $603K | Sell |
19,225
-1,175
| -6% | -$36.9K | 0.21% | 95 |
|
|
2017
Q3 | $603K | Sell |
20,400
-375
| -2% | -$11.1K | 0.25% | 89 |
|
|
2017
Q2 | $617K | Sell |
20,775
-250
| -1% | -$7.43K | 0.3% | 75 |
|
|
2017
Q1 | $564K | Hold |
21,025
| – | – | 0.29% | 80 |
|
|
2016
Q4 | $527K | Buy |
+21,025
| New | +$527K | 0.28% | 81 |
|