MPWT
MassMutual Private Wealth & Trust’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$135K | – | 2017 |
|
|
2023
Q3 | $135K | Hold |
500
| – | – | 0.01% | 416 |
|
|
2023
Q2 | $140K | Hold |
500
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $137K | Hold |
500
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $142K | Hold |
500
| – | – | 0.01% | 376 |
|
|
2022
Q3 | $127K | Sell |
500
-26
| -5% | -$6.6K | 0.01% | 364 |
|
|
2022
Q2 | $141K | Hold |
526
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $152K | Hold |
526
| – | – | 0.01% | 356 |
|
|
2021
Q4 | $158K | Hold |
526
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $145K | Hold |
526
| – | – | 0.01% | 363 |
|
|
2021
Q2 | $144K | Buy |
+526
| New | +$144K | 0.01% | 364 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 926 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 894 |
|