Liberty Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-114
| Closed | -$10K | – | 648 |
|
|
2021
Q3 | $10K | Hold |
114
| – | – | ﹤0.01% | 818 |
|
|
2021
Q2 | $10K | Sell |
114
-337
| -75% | -$29.6K | ﹤0.01% | 652 |
|
|
2021
Q1 | $34K | Hold |
451
| – | – | 0.02% | 359 |
|
|
2020
Q4 | $34K | Buy |
451
+2
| +0.4% | +$151 | 0.02% | 356 |
|
|
2020
Q3 | $32K | Hold |
449
| – | – | 0.02% | 317 |
|
|
2020
Q2 | $31K | Buy |
449
+3
| +0.7% | +$207 | 0.02% | 307 |
|
|
2020
Q1 | $27K | Buy |
446
+333
| +295% | +$20.2K | 0.02% | 306 |
|
|
2019
Q4 | $8K | Hold |
113
| – | – | 0.01% | 587 |
|
|
2019
Q3 | $7K | Hold |
113
| – | – | 0.01% | 585 |
|
|
2019
Q2 | $7K | Hold |
113
| – | – | 0.01% | 595 |
|
|
2019
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 512 |
|
|
2018
Q4 | $6K | Buy |
+113
| New | +$6K | ﹤0.01% | 514 |
|