Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-805
| Closed | -$29K | – | 652 |
|
|
2018
Q2 | $29K | Hold |
805
| – | – | 0.01% | 251 |
|
|
2018
Q1 | $27K | Hold |
805
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $28K | Hold |
805
| – | – | 0.01% | 275 |
|
|
2017
Q3 | $27K | Hold |
805
| – | – | 0.01% | 287 |
|
|
2017
Q2 | $27K | Buy |
+805
| New | +$27K | 0.01% | 271 |
|