HCR Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-353
| Closed | -$27K | – | 222 |
|
|
2020
Q4 | $27K | Hold |
353
| – | – | 0.01% | 224 |
|
|
2020
Q3 | $25K | Hold |
353
| – | – | 0.01% | 201 |
|
|
2020
Q2 | $24K | Hold |
353
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $22K | Sell |
353
-30
| -8% | -$1.87K | 0.01% | 192 |
|
|
2019
Q4 | $26K | Buy |
+383
| New | +$26K | 0.01% | 191 |
|