HFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,075
| Closed | -$747K | – | 102 |
|
|
2024
Q1 | $747K | Hold |
12,075
| – | – | 0.66% | 41 |
|
|
2023
Q4 | $691K | Sell |
12,075
-1,895
| -14% | -$108K | 0.67% | 40 |
|
|
2023
Q3 | $755K | Sell |
13,970
-600
| -4% | -$32.4K | 0.83% | 32 |
|
|
2023
Q2 | $817K | Sell |
14,570
-400
| -3% | -$22.4K | 0.86% | 34 |
|
|
2023
Q1 | $818K | Hold |
14,970
| – | – | 0.93% | 30 |
|
|
2022
Q4 | $849K | Hold |
14,970
| – | – | 1% | 28 |
|
|
2022
Q3 | $757K | Hold |
14,970
| – | – | 1.05% | 30 |
|
|
2022
Q2 | $805K | Hold |
14,970
| – | – | 1.09% | 25 |
|
|
2022
Q1 | $865K | Buy |
14,970
+970
| +7% | +$56K | 0.99% | 30 |
|
|
2021
Q4 | $841K | Buy |
+14,000
| New | +$841K | 0.95% | 32 |
|