Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $56.7K | Buy |
1,000
+500
| +100% | +$28.4K | 0.01% | 483 |
|
|
2022
Q3 | $25K | Hold |
500
| – | – | 0.01% | 498 |
|
|
2022
Q2 | $26.9K | Hold |
500
| – | – | 0.01% | 500 |
|
|
2022
Q1 | $29K | Buy |
+500
| New | +$29K | 0.01% | 542 |
|
|
2021
Q3 | $28K | Hold |
500
| – | – | 0.01% | 514 |
|
|
2021
Q2 | $27K | Hold |
500
| – | – | 0.01% | 519 |
|
|
2021
Q1 | $25K | Buy |
+500
| New | +$25K | 0.01% | 462 |
|