LWM
LBA Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $102K | Sell |
655
-200
| -23% | -$31.1K | 0.05% | 144 |
|
|
2016
Q4 | $123K | Sell |
855
-100
| -10% | -$14.4K | 0.07% | 127 |
|
|
2016
Q3 | $143K | Hold |
955
| – | – | 0.08% | 125 |
|
|
2016
Q2 | $142K | Sell |
955
-100
| -9% | -$14.9K | 0.08% | 124 |
|
|
2016
Q1 | $148K | Hold |
1,055
| – | – | 0.09% | 120 |
|
|
2015
Q4 | $158K | Hold |
1,055
| – | – | 0.09% | 132 |
|
|
2015
Q3 | $148K | Sell |
1,055
-290
| -22% | -$40.7K | 0.09% | 125 |
|
|
2015
Q2 | $213K | Hold |
1,345
| – | – | 0.13% | 97 |
|
|
2015
Q1 | $208K | Sell |
1,345
-175
| -12% | -$27.1K | 0.13% | 98 |
|
|
2014
Q4 | $219K | Hold |
1,520
| – | – | 0.15% | 95 |
|
|
2014
Q3 | $204K | Sell |
1,520
-240
| -14% | -$32.2K | 0.14% | 79 |
|
|
2014
Q2 | $226K | Hold |
1,760
| – | – | 0.18% | 75 |
|
|
2014
Q1 | $217K | Hold |
1,760
| – | – | 0.18% | 78 |
|
|
2013
Q4 | $205K | Buy |
+1,760
| New | +$205K | 0.17% | 75 |
|