Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $430K | Buy |
5,068
+2,509
| +98% | +$213K | 0.06% | 238 |
|
|
2022
Q3 | $193K | Hold |
2,559
| – | – | 0.06% | 231 |
|
|
2022
Q2 | $208K | Sell |
2,559
-332
| -11% | -$26.9K | 0.07% | 230 |
|
|
2022
Q1 | $253K | Buy |
+2,891
| New | +$253K | 0.07% | 224 |
|
|
2021
Q3 | $266K | Sell |
3,181
-144
| -4% | -$12K | 0.09% | 171 |
|
|
2021
Q2 | $276K | Buy |
+3,325
| New | +$276K | 0.1% | 168 |
|