Nelson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,175
| Closed | -$44K | – | 198 |
|
|
2019
Q3 | $44K | Hold |
1,175
| – | – | 0.01% | 163 |
|
|
2019
Q2 | $46K | Hold |
1,175
| – | – | 0.01% | 152 |
|
|
2019
Q1 | $46K | Hold |
1,175
| – | – | 0.01% | 138 |
|
|
2018
Q4 | $42K | Hold |
1,175
| – | – | 0.01% | 140 |
|
|
2018
Q3 | $48K | Hold |
1,175
| – | – | 0.01% | 135 |
|
|
2018
Q2 | $42K | Hold |
1,175
| – | – | 0.01% | 132 |
|
|
2018
Q1 | $41K | Hold |
1,175
| – | – | 0.01% | 142 |
|
|
2017
Q4 | $41K | Hold |
1,175
| – | – | 0.01% | 149 |
|
|
2017
Q3 | $40K | Hold |
1,175
| – | – | 0.01% | 137 |
|
|
2017
Q2 | $39K | Hold |
1,175
| – | – | 0.01% | 139 |
|
|
2017
Q1 | $37K | Hold |
1,175
| – | – | 0.01% | 143 |
|
|
2016
Q4 | $34K | Hold |
1,175
| – | – | 0.01% | 138 |
|
|
2016
Q3 | $35K | Hold |
1,175
| – | – | 0.01% | 136 |
|
|
2016
Q2 | $35K | Hold |
1,175
| – | – | 0.01% | 128 |
|
|
2016
Q1 | $33K | Hold |
1,175
| – | – | 0.01% | 125 |
|
|
2015
Q4 | $35K | Hold |
1,175
| – | – | 0.01% | 123 |
|
|
2015
Q3 | $33K | Hold |
1,175
| – | – | 0.01% | 125 |
|
|
2015
Q2 | $37K | Hold |
1,175
| – | – | 0.01% | 134 |
|
|
2015
Q1 | $36K | Hold |
1,175
| – | – | 0.01% | 134 |
|
|
2014
Q4 | $34K | Hold |
1,175
| – | – | 0.01% | 141 |
|
|
2014
Q3 | $32K | Hold |
1,175
| – | – | 0.01% | 145 |
|
|
2014
Q2 | $30K | Buy |
+1,175
| New | +$30K | 0.01% | 147 |
|