Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,330
| Closed | -$40K | – | 642 |
|
|
2016
Q3 | $40K | Sell |
1,330
-125
| -9% | -$3.76K | 0.01% | 452 |
|
|
2016
Q2 | $43K | Sell |
1,455
-1,025
| -41% | -$30.3K | 0.02% | 434 |
|
|
2016
Q1 | $70K | Buy |
2,480
+430
| +21% | +$12.1K | 0.03% | 337 |
|
|
2015
Q4 | $62K | Buy |
2,050
+130
| +7% | +$3.93K | 0.03% | 351 |
|
|
2015
Q3 | $54K | Buy |
1,920
+5
| +0.3% | +$141 | 0.02% | 369 |
|
|
2015
Q2 | $61K | Sell |
1,915
-335
| -15% | -$10.7K | 0.02% | 355 |
|
|
2015
Q1 | $69K | Buy |
+2,250
| New | +$69K | 0.03% | 334 |
|