KWM
Kingsview Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,353
| Closed | -$508K | – | 504 |
|
|
2019
Q4 | $508K | Hold |
2,353
| – | – | 0.06% | 277 |
|
|
2019
Q3 | $445K | Hold |
2,353
| – | – | 0.07% | 277 |
|
|
2019
Q2 | $459K | Sell |
2,353
-229
| -9% | -$44.7K | 0.08% | 257 |
|
|
2019
Q1 | $500K | Buy |
+2,582
| New | +$500K | 0.08% | 268 |
|