Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $361K | Hold |
7,130
| – | – | 0.07% | 162 |
|
|
2022
Q2 | $383K | Sell |
7,130
-1,675
| -19% | -$90K | 0.06% | 186 |
|
|
2022
Q1 | $509K | Buy |
8,805
+1,600
| +22% | +$92.5K | 0.06% | 172 |
|
|
2021
Q4 | $433K | Sell |
7,205
-25,490
| -78% | -$1.53M | 0.05% | 190 |
|
|
2021
Q3 | $1.8M | Buy |
32,695
+2,170
| +7% | +$120K | 0.19% | 93 |
|
|
2021
Q2 | $1.67M | Buy |
30,525
+6,370
| +26% | +$348K | 0.19% | 96 |
|
|
2021
Q1 | $1.22M | Buy |
24,155
+19,155
| +383% | +$967K | 0.16% | 102 |
|
|
2020
Q4 | $246K | Sell |
5,000
-1,455
| -23% | -$71.6K | 0.04% | 273 |
|
|
2020
Q3 | $293K | Sell |
6,455
-2,510
| -28% | -$114K | 0.06% | 196 |
|
|
2020
Q2 | $386K | Buy |
8,965
+2,800
| +45% | +$121K | 0.08% | 152 |
|
|
2020
Q1 | $232K | Buy |
6,165
+5,165
| +517% | +$194K | 0.06% | 192 |
|
|
2019
Q4 | $43K | Buy |
+1,000
| New | +$43K | 0.01% | 504 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$10K | – | 522 |
|
|
2019
Q1 | $10K | Sell |
250
-9,505
| -97% | -$380K | ﹤0.01% | 626 |
|
|
2018
Q4 | $356K | Buy |
+9,755
| New | +$356K | 0.1% | 143 |
|