Laurel Wealth Advisors (California)’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
Q4 | $261K | Buy |
4,590
+135
| +3% | +$7.68K | 0.03% | 548 |
|
|
2022
Q3 | $226K | Buy |
4,455
+150
| +3% | +$7.61K | 0.02% | 574 |
|
|
2022
Q2 | $232K | Sell |
4,305
-250
| -5% | -$13.5K | 0.02% | 585 |
|
|
2022
Q1 | $263K | Sell |
4,555
-15
| -0.3% | -$866 | 0.02% | 628 |
|
|
2021
Q4 | $275K | Hold |
4,570
| – | – | 0.02% | 644 |
|
|
2021
Q3 | $252K | Hold |
4,570
| – | – | 0.05% | 378 |
|
|
2021
Q2 | $249K | Sell |
4,570
-75
| -2% | -$4.09K | 0.03% | 446 |
|
|
2021
Q1 | $235K | Buy |
4,645
+220
| +5% | +$11.1K | 0.04% | 406 |
|
|
2020
Q4 | $218K | Hold |
4,425
| – | – | 0.03% | 407 |
|
|
2020
Q3 | $201K | Sell |
4,425
-1,350
| -23% | -$61.3K | 0.03% | 389 |
|
|
2020
Q2 | $249K | Hold |
5,775
| – | – | 0.05% | 322 |
|
|
2020
Q1 | $217K | Sell |
5,775
-2,350
| -29% | -$88.3K | 0.05% | 330 |
|
|
2019
Q4 | $351K | Sell |
8,125
-500
| -6% | -$21.6K | 0.06% | 304 |
|
|
2019
Q3 | $326K | Hold |
8,625
| – | – | 0.06% | 320 |
|
|
2019
Q2 | $337K | Sell |
8,625
-25
| -0.3% | -$977 | 0.07% | 277 |
|
|
2019
Q1 | $335K | Buy |
+8,650
| New | +$335K | 0.08% | 262 |
|
|
2018
Q1 | – | Sell |
-8,825
| Closed | -$307K | – | 369 |
|
|
2017
Q4 | $307K | Buy |
8,825
+55
| +0.6% | +$1.91K | 0.09% | 245 |
|
|
2017
Q3 | $301K | Buy |
8,770
+20
| +0.2% | +$686 | 0.1% | 212 |
|
|
2017
Q2 | $290K | Buy |
+8,750
| New | +$290K | 0.1% | 211 |
|