Mid Atlantic Financial Management’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
Q3 | $796K | Buy |
14,420
+240
| +2% | +$13.2K | 0.05% | 314 |
|
|
2021
Q2 | $774K | Buy |
14,180
+225
| +2% | +$12.3K | 0.05% | 328 |
|
|
2021
Q1 | $704K | Sell |
13,955
-405
| -3% | -$20.4K | 0.05% | 341 |
|
|
2020
Q4 | $706K | Buy |
14,360
+4,990
| +53% | +$245K | 0.05% | 310 |
|
|
2020
Q3 | $447K | Buy |
9,370
+70
| +0.8% | +$3.34K | 0.04% | 389 |
|
|
2020
Q2 | $401K | Buy |
9,300
+1,935
| +26% | +$83.4K | 0.04% | 397 |
|
|
2020
Q1 | $277K | Buy |
+7,365
| New | +$277K | 0.03% | 465 |
|
|
2019
Q2 | – | Sell |
-102,195
| Closed | -$3.96M | – | 755 |
|
|
2019
Q1 | $3.96M | Sell |
102,195
-103,880
| -50% | -$4.03M | 0.43% | 47 |
|
|
2018
Q4 | $7.45M | Buy |
+206,075
| New | +$7.45M | 0.92% | 19 |
|