MinichMacGregor Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,191
| Closed | -$61K | – | 501 |
|
|
2017
Q2 | $61K | Sell |
1,191
-660
| -36% | -$33.8K | 0.05% | 90 |
|
|
2017
Q1 | $93K | Hold |
1,851
| – | – | 0.08% | 67 |
|
|
2016
Q4 | $87K | Hold |
1,851
| – | – | 0.08% | 71 |
|
|
2016
Q3 | $92K | Sell |
1,851
-2,523
| -58% | -$125K | 0.09% | 71 |
|
|
2016
Q2 | $210K | Buy |
4,374
+6
| +0.1% | +$288 | 0.2% | 35 |
|
|
2016
Q1 | $199K | Sell |
4,368
-66,489
| -94% | -$3.03M | 0.19% | 38 |
|
|
2015
Q4 | $4.18M | Buy |
+70,857
| New | +$4.18M | 3.9% | 8 |
|