JFS Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-495
| Closed | -$28.3K | – | 1971 |
|
|
2024
Q3 | $28.3K | Hold |
495
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $25.9K | Hold |
495
| – | – | ﹤0.01% | 545 |
|
|
2024
Q1 | $27K | Hold |
495
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $26K | Buy |
495
+10
| +2% | +$525 | ﹤0.01% | 530 |
|
|
2023
Q3 | $23.9K | Buy |
485
+480
| +9,600% | +$23.6K | ﹤0.01% | 499 |
|
|
2023
Q2 | $256 | Hold |
5
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q1 | $248 | Hold |
5
| – | – | ﹤0.01% | 1802 |
|
|
2022
Q4 | $268 | Hold |
5
| – | – | ﹤0.01% | 1811 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1816 |
|
|
2022
Q2 | $0 | Sell |
5
-350
| -99% | – | ﹤0.01% | 1832 |
|
|
2022
Q1 | $20K | Hold |
355
| – | – | ﹤0.01% | 606 |
|
|
2021
Q4 | $21K | Hold |
355
| – | – | ﹤0.01% | 556 |
|
|
2021
Q3 | $18K | Buy |
+355
| New | +$18K | ﹤0.01% | 557 |
|