HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,870
| Closed | -$214K | – | 206 |
|
|
2021
Q3 | $214K | Buy |
+3,870
| New | +$214K | 0.04% | 187 |
|
|
2021
Q1 | – | Sell |
-13,340
| Closed | -$656K | – | 225 |
|
|
2020
Q4 | $656K | Buy |
13,340
+1,650
| +14% | +$81.1K | 0.14% | 105 |
|
|
2020
Q3 | $531K | Buy |
11,690
+11,420
| +4,230% | +$519K | 0.12% | 101 |
|
|
2020
Q2 | $12K | Hold |
270
| – | – | ﹤0.01% | 220 |
|
|
2020
Q1 | $10K | Sell |
270
-11,470
| -98% | -$425K | ﹤0.01% | 209 |
|
|
2019
Q4 | $507K | Buy |
+11,740
| New | +$507K | 0.12% | 97 |
|
|
2019
Q3 | – | Sell |
-11,470
| Closed | -$448K | – | 155 |
|
|
2019
Q2 | $448K | Sell |
11,470
-2,225
| -16% | -$86.9K | 0.13% | 103 |
|
|
2019
Q1 | $529K | Buy |
+13,695
| New | +$529K | 0.15% | 100 |
|