High Net Worth Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$56.7K | – | 393 |
|
|
2022
Q4 | $56.7K | Hold |
1,000
| – | – | 0.02% | 307 |
|
|
2022
Q3 | $51K | Hold |
1,000
| – | – | 0.02% | 319 |
|
|
2022
Q2 | $54K | Hold |
1,000
| – | – | 0.02% | 312 |
|
|
2022
Q1 | $58K | Hold |
1,000
| – | – | 0.02% | 319 |
|
|
2021
Q4 | $60K | Buy |
+1,000
| New | +$60K | 0.02% | 327 |
|