Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-310
| Closed | -$19K | – | 445 |
|
|
2024
Q2 | $19K | Hold |
310
| – | – | 0.01% | 337 |
|
|
2024
Q1 | $19.2K | Sell |
310
-135
| -30% | -$8.36K | 0.01% | 334 |
|
|
2023
Q4 | $25.5K | Sell |
445
-11,695
| -96% | -$670K | 0.01% | 273 |
|
|
2023
Q3 | $656K | Sell |
12,140
-240
| -2% | -$13K | 0.3% | 48 |
|
|
2023
Q2 | $694K | Buy |
12,380
+150
| +1% | +$8.41K | 0.33% | 42 |
|
|
2023
Q1 | $668K | Buy |
12,230
+75
| +0.6% | +$4.1K | 0.34% | 38 |
|
|
2022
Q4 | $690K | Buy |
12,155
+670
| +6% | +$38K | 0.36% | 38 |
|
|
2022
Q3 | $581K | Buy |
11,485
+11,155
| +3,380% | +$564K | 0.34% | 34 |
|
|
2022
Q2 | $17.7K | Buy |
330
+245
| +288% | +$13.2K | 0.01% | 266 |
|
|
2022
Q1 | $4.91K | Buy |
+85
| New | +$4.91K | ﹤0.01% | 434 |
|