HT Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-578,885
| Closed | -$15.4M | – | 38 |
|
|
2014
Q3 | $15.4M | Buy |
578,885
+140,285
| +32% | +$3.73M | 7.78% | 5 |
|
|
2014
Q2 | $11.4M | Sell |
438,600
-211,675
| -33% | -$5.52M | 5.97% | 4 |
|
|
2014
Q1 | $16M | Buy |
650,275
+215,175
| +49% | +$5.29M | 10.45% | 6 |
|
|
2013
Q4 | $10.1M | Buy |
435,100
+55
| +0% | +$1.28K | 6.47% | 8 |
|
|
2013
Q3 | $9.3M | Buy |
+435,045
| New | +$9.3M | 6.02% | 9 |
|