Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,160
| Closed | -$352K | – | 70 |
|
|
2020
Q4 | $352K | Hold |
7,160
| – | – | 0.3% | 50 |
|
|
2020
Q3 | $325K | Hold |
7,160
| – | – | 0.31% | 51 |
|
|
2020
Q2 | $308K | Hold |
7,160
| – | – | 0.32% | 50 |
|
|
2020
Q1 | $268K | Buy |
+7,160
| New | +$268K | 0.19% | 64 |
|
|
2017
Q2 | – | Sell |
-4,490
| Closed | -$139K | – | 167 |
|
|
2017
Q1 | $139K | Buy |
+4,490
| New | +$139K | 0.09% | 87 |
|
|
2015
Q4 | – | Sell |
-4,335
| Closed | -$121K | – | 187 |
|
|
2015
Q3 | $121K | Hold |
4,335
| – | – | 0.08% | 102 |
|
|
2015
Q2 | $137K | Buy |
+4,335
| New | +$137K | 0.08% | 100 |
|
|
2015
Q1 | – | Sell |
-8,200
| Closed | -$236K | – | 185 |
|
|
2014
Q4 | $236K | Sell |
8,200
-1,480
| -15% | -$42.6K | 0.13% | 93 |
|
|
2014
Q3 | $260K | Sell |
9,680
-310
| -3% | -$8.33K | 0.13% | 95 |
|
|
2014
Q2 | $256K | Sell |
9,990
-1,250
| -11% | -$32K | 0.13% | 93 |
|
|
2014
Q1 | $277K | Buy |
11,240
+2,500
| +29% | +$61.6K | 0.15% | 84 |
|
|
2013
Q4 | $204K | Buy |
8,740
+1,850
| +27% | +$43.2K | 0.15% | 80 |
|
|
2013
Q3 | $147K | Buy |
6,890
+5,140
| +294% | +$110K | 0.13% | 70 |
|
|
2013
Q2 | $35K | Buy |
+1,750
| New | +$35K | 0.03% | 136 |
|