JPLA
IEHS
Joseph P. Lucia & Associates’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$4K | – | 477 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 373 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$4K | – | 595 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 467 |
|
|
2021
Q2 | $4K | Sell |
100
-80
| -44% | -$3.2K | ﹤0.01% | 467 |
|
|
2021
Q1 | $7K | Hold |
180
| – | – | ﹤0.01% | 407 |
|
|
2020
Q4 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 373 |
|
|
2020
Q3 | – | Sell |
-180
| Closed | -$6K | – | 496 |
|
|
2020
Q2 | $6K | Buy |
+180
| New | +$6K | 0.01% | 360 |
|