Intellectus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-32,500
| Closed | -$1.32M | – | 399 |
|
|
2018
Q3 | $1.32M | Hold |
32,500
| – | – | 0.46% | 52 |
|
|
2018
Q2 | $1.16M | Hold |
32,500
| – | – | 0.42% | 61 |
|
|
2018
Q1 | $1.12M | Hold |
32,500
| – | – | 0.39% | 67 |
|
|
2017
Q4 | $1.13M | Hold |
32,500
| – | – | 0.42% | 59 |
|
|
2017
Q3 | $1.12M | Hold |
32,500
| – | – | 0.46% | 54 |
|
|
2017
Q2 | $1.08M | Hold |
32,500
| – | – | 0.49% | 50 |
|
|
2017
Q1 | $1.01M | Hold |
32,500
| – | – | 0.51% | 51 |
|
|
2016
Q4 | $937K | Buy |
+32,500
| New | +$937K | 0.49% | 55 |
|