JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,325
| Closed | -$236K | – | 158 |
|
|
2021
Q2 | $236K | Sell |
4,325
-285,520
| -99% | -$15.6M | 0.05% | 146 |
|
|
2021
Q1 | $14.6M | Sell |
289,845
-2,525
| -0.9% | -$127K | 3.28% | 5 |
|
|
2020
Q4 | $14.8M | Buy |
292,370
+17,275
| +6% | +$873K | 3.42% | 5 |
|
|
2020
Q3 | $12.7M | Buy |
275,095
+10,695
| +4% | +$495K | 3.38% | 6 |
|
|
2020
Q2 | $11.6M | Buy |
264,400
+98,240
| +59% | +$4.32M | 3.42% | 5 |
|
|
2020
Q1 | $6.64M | Buy |
+166,160
| New | +$6.64M | 2.35% | 6 |
|