Liberty Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,494
| Closed | -$95K | – | 606 |
|
|
2021
Q3 | $95K | Buy |
1,494
+750
| +101% | +$47.7K | 0.03% | 300 |
|
|
2021
Q2 | $46K | Buy |
744
+6
| +0.8% | +$371 | 0.02% | 337 |
|
|
2021
Q1 | $44K | Hold |
738
| – | – | 0.02% | 301 |
|
|
2020
Q4 | $44K | Hold |
738
| – | – | 0.02% | 298 |
|
|
2020
Q3 | $40K | Buy |
738
+3
| +0.4% | +$163 | 0.02% | 264 |
|
|
2020
Q2 | $38K | Buy |
735
+3
| +0.4% | +$155 | 0.03% | 260 |
|
|
2020
Q1 | $33K | Buy |
732
+3
| +0.4% | +$135 | 0.03% | 269 |
|
|
2019
Q4 | $39K | Buy |
729
+87
| +14% | +$4.65K | 0.03% | 296 |
|
|
2019
Q3 | $30K | Sell |
642
-117
| -15% | -$5.47K | 0.03% | 323 |
|
|
2019
Q2 | $38K | Buy |
759
+123
| +19% | +$6.16K | 0.03% | 294 |
|
|
2019
Q1 | $32K | Buy |
636
+3
| +0.5% | +$151 | 0.02% | 274 |
|
|
2018
Q4 | $29K | Buy |
+633
| New | +$29K | 0.02% | 273 |
|