Kenfarb & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $251K | Sell |
4,645
-500
| -10% | -$27K | 0.23% | 91 |
|
|
2023
Q2 | $288K | Sell |
5,145
-915
| -15% | -$51.3K | 0.25% | 89 |
|
|
2023
Q1 | $331K | Sell |
6,060
-400
| -6% | -$21.8K | 0.3% | 80 |
|
|
2022
Q4 | $367K | Sell |
6,460
-175
| -3% | -$9.93K | 0.33% | 71 |
|
|
2022
Q3 | $336K | Hold |
6,635
| – | – | 0.32% | 74 |
|
|
2022
Q2 | $383K | Hold |
6,635
| – | – | 0.3% | 76 |
|
|
2022
Q1 | $383K | Sell |
6,635
-115
| -2% | -$6.64K | 0.3% | 76 |
|
|
2021
Q4 | $405K | Buy |
+6,750
| New | +$405K | 0.3% | 75 |
|