Mayflower Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,350
| Closed | -$244K | – | 353 |
|
|
2023
Q2 | $244K | Buy |
4,350
+205
| +5% | +$11.5K | 0.03% | 304 |
|
|
2023
Q1 | $226K | Sell |
4,145
-145
| -3% | -$7.92K | 0.03% | 308 |
|
|
2022
Q4 | $243K | Buy |
+4,290
| New | +$243K | 0.03% | 293 |
|
|
2021
Q1 | – | Sell |
-4,615
| Closed | -$227K | – | 304 |
|
|
2020
Q4 | $227K | Buy |
+4,615
| New | +$227K | 0.04% | 242 |
|