IPG Investment Advisors’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 |
-6,500
| Closed | -$264K | – | 163 |
|
|
2018
Q3 | $264K | Sell |
6,500
-1,950
| -23% | -$79.1K | 0.09% | 134 |
|
|
2018
Q2 | $301K | Hold |
8,450
| – | – | 0.11% | 111 |
|
|
2018
Q1 | $292K | Buy |
8,450
+1,750
| +26% | +$60.4K | 0.1% | 112 |
|
|
2017
Q4 | $233K | Buy |
6,700
+250
| +4% | +$8.71K | 0.1% | 119 |
|
|
2017
Q3 | $222K | Hold |
6,450
| – | – | 0.08% | 118 |
|
|
2017
Q2 | $214K | Sell |
6,450
-2,250
| -26% | -$74.8K | 0.09% | 118 |
|
|
2017
Q1 | $271K | Hold |
8,700
| – | – | 0.12% | 102 |
|
|
2016
Q4 | $251K | Hold |
8,700
| – | – | 0.1% | 103 |
|
|
2016
Q3 | $261K | Buy |
+8,700
| New | +$261K | 0.11% | 92 |
|