Lido Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
2,616
-83
| -3% | -$7.15K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $246K | Sell |
2,699
-1,305
| -33% | -$119K | ﹤0.01% | 1196 |
|
|
2024
Q4 | $344K | Buy |
4,004
+4
| +0.1% | +$344 | ﹤0.01% | 1055 |
|
|
2024
Q3 | $393K | Sell |
4,000
-256
| -6% | -$25.1K | ﹤0.01% | 936 |
|
|
2024
Q2 | $395K | Buy |
4,256
+950
| +29% | +$88.2K | ﹤0.01% | 909 |
|
|
2024
Q1 | $308K | Buy |
+3,306
| New | +$308K | ﹤0.01% | 988 |
|
|
2023
Q2 | – | Sell |
-3,680
| Closed | -$307K | – | 1077 |
|
|
2023
Q1 | $307K | Buy |
3,680
+186
| +5% | +$15.5K | ﹤0.01% | 788 |
|
|
2022
Q4 | $297K | Sell |
3,494
-379
| -10% | -$32.2K | ﹤0.01% | 709 |
|
|
2022
Q3 | $291K | Sell |
3,873
-1,193
| -24% | -$89.6K | ﹤0.01% | 673 |
|
|
2022
Q2 | $411K | Sell |
5,066
-3,195
| -39% | -$259K | 0.01% | 528 |
|
|
2022
Q1 | $723K | Buy |
8,261
+2,000
| +32% | +$175K | 0.01% | 423 |
|
|
2021
Q4 | $565K | Sell |
6,261
-289
| -4% | -$26.1K | 0.01% | 506 |
|
|
2021
Q3 | $548K | Buy |
6,550
+478
| +8% | +$40K | 0.01% | 487 |
|
|
2021
Q2 | $505K | Hold |
6,072
| – | – | 0.01% | 461 |
|
|
2021
Q1 | $468K | Buy |
6,072
+393
| +7% | +$30.3K | 0.01% | 454 |
|
|
2020
Q4 | $434K | Buy |
+5,679
| New | +$434K | 0.01% | 455 |
|