Homrich & Berg’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
Q3
$496K Hold
8,990
0.01% 301
2021
Q2
$491K Sell
8,990
-410
-4% -$22.4K 0.01% 300
2021
Q1
$475K Buy
9,400
+410
+5% +$20.7K 0.01% 278
2020
Q4
$442K Buy
8,990
+765
+9% +$37.6K 0.01% 283
2020
Q3
$374K Sell
8,225
-1,480
-15% -$67.3K 0.01% 245
2020
Q2
$419K Buy
9,705
+1,870
+24% +$80.7K 0.02% 217
2020
Q1
$294K Hold
7,835
0.02% 235
2019
Q4
$338K Buy
7,835
+1,580
+25% +$68.2K 0.02% 282
2019
Q3
$237K Sell
6,255
-305
-5% -$11.6K 0.01% 310
2019
Q2
$256K Buy
6,560
+305
+5% +$11.9K 0.01% 303
2019
Q1
$242K Hold
6,255
0.01% 293
2018
Q4
$226K Buy
6,255
+840
+16% +$30.4K 0.01% 271
2018
Q3
$220K Buy
+5,415
New +$220K 0.01% 300