LeJeune Puetz Investment Counsel’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
Q1 | $306K | Hold |
5,605
| – | – | 0.11% | 133 |
|
|
2022
Q4 | $318K | Buy |
5,605
+5
| +0.1% | +$284 | 0.12% | 132 |
|
|
2022
Q3 | $284K | Hold |
5,600
| – | – | 0.12% | 124 |
|
|
2022
Q2 | $301K | Hold |
5,600
| – | – | 0.12% | 122 |
|
|
2022
Q1 | $323K | Sell |
5,600
-375
| -6% | -$21.6K | 0.11% | 128 |
|
|
2021
Q4 | $359K | Sell |
5,975
-75
| -1% | -$4.51K | 0.12% | 125 |
|
|
2021
Q3 | $334K | Hold |
6,050
| – | – | 0.12% | 130 |
|
|
2021
Q2 | $330K | Hold |
6,050
| – | – | 0.12% | 129 |
|
|
2021
Q1 | $305K | Hold |
6,050
| – | – | 0.12% | 132 |
|
|
2020
Q4 | $298K | Hold |
6,050
| – | – | 0.13% | 122 |
|
|
2020
Q3 | $275K | Hold |
6,050
| – | – | 0.13% | 120 |
|
|
2020
Q2 | $261K | Hold |
6,050
| – | – | 0.14% | 121 |
|
|
2020
Q1 | $227K | Hold |
6,050
| – | – | 0.13% | 126 |
|
|
2019
Q4 | $261K | Hold |
6,050
| – | – | 0.12% | 132 |
|
|
2019
Q3 | $229K | Hold |
6,050
| – | – | 0.12% | 132 |
|
|
2019
Q2 | $236K | Buy |
6,050
+2,800
| +86% | +$109K | 0.12% | 133 |
|
|
2019
Q1 | $126K | Hold |
3,250
| – | – | 0.07% | 158 |
|
|
2018
Q4 | $118K | Hold |
3,250
| – | – | 0.07% | 156 |
|
|
2018
Q3 | $132K | Hold |
3,250
| – | – | 0.08% | 150 |
|
|
2018
Q2 | $116K | Hold |
3,250
| – | – | 0.07% | 154 |
|
|
2018
Q1 | $112K | Hold |
3,250
| – | – | 0.07% | 140 |
|
|
2017
Q4 | $113K | Sell |
3,250
-125
| -4% | -$4.35K | 0.07% | 143 |
|
|
2017
Q3 | $116K | Hold |
3,375
| – | – | 0.07% | 140 |
|
|
2017
Q2 | $112K | Hold |
3,375
| – | – | 0.08% | 142 |
|
|
2017
Q1 | $105K | Buy |
+3,375
| New | +$105K | 0.08% | 143 |
|