Next Financial Group’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
Q4 | $189K | Buy |
3,150
+780
| +33% | +$46.8K | 0.01% | 920 |
|
|
2021
Q3 | $131K | Buy |
2,370
+505
| +27% | +$27.9K | 0.01% | 1008 |
|
|
2021
Q2 | $102K | Sell |
1,865
-375
| -17% | -$20.5K | 0.01% | 1100 |
|
|
2021
Q1 | $113K | Buy |
2,240
+920
| +70% | +$46.4K | 0.01% | 980 |
|
|
2020
Q4 | $65K | Buy |
1,320
+205
| +18% | +$10.1K | 0.01% | 1107 |
|
|
2020
Q3 | $51K | Buy |
+1,115
| New | +$51K | 0.01% | 1101 |
|
|
2020
Q2 | – | Sell |
-1,155
| Closed | -$43K | – | 1260 |
|
|
2020
Q1 | $43K | Sell |
1,155
-2,655
| -70% | -$98.8K | 0.01% | 1034 |
|
|
2019
Q4 | $165K | Sell |
3,810
-300
| -7% | -$13K | 0.02% | 762 |
|
|
2019
Q3 | $155K | Buy |
4,110
+5
| +0.1% | +$189 | 0.02% | 755 |
|
|
2019
Q2 | $161K | Sell |
4,105
-1,055
| -20% | -$41.4K | 0.02% | 751 |
|
|
2019
Q1 | $200K | Buy |
5,160
+685
| +15% | +$26.6K | 0.05% | 365 |
|
|
2018
Q4 | $162K | Buy |
4,475
+3,530
| +374% | +$128K | 0.03% | 441 |
|
|
2018
Q3 | $38K | Buy |
+945
| New | +$38K | 0.02% | 601 |
|
|
2018
Q2 | – | Sell |
-11,065
| Closed | -$382K | – | 341 |
|
|
2018
Q1 | $382K | Buy |
+11,065
| New | +$382K | 0.08% | 255 |
|
|
2017
Q4 | – | Sell |
-2,760
| Closed | -$96K | – | 841 |
|
|
2017
Q3 | $96K | Buy |
2,760
+1,330
| +93% | +$46.3K | 0.03% | 501 |
|
|
2017
Q2 | $48K | Hold |
1,430
| – | – | 0.01% | 797 |
|
|
2017
Q1 | $45K | Sell |
1,430
-10,315
| -88% | -$325K | 0.01% | 765 |
|
|
2016
Q4 | $339K | Buy |
11,745
+65
| +0.6% | +$1.88K | 0.06% | 332 |
|
|
2016
Q3 | $351K | Buy |
11,680
+7,565
| +184% | +$227K | 0.06% | 321 |
|
|
2016
Q2 | $122K | Buy |
4,115
+750
| +22% | +$22.2K | 0.04% | 409 |
|
|
2016
Q1 | $94K | Sell |
3,365
-2,230
| -40% | -$62.3K | 0.03% | 445 |
|
|
2015
Q4 | $167K | Sell |
5,595
-16,770
| -75% | -$501K | 0.06% | 318 |
|
|
2015
Q3 | $625K | Buy |
22,365
+6,280
| +39% | +$175K | 0.22% | 103 |
|
|
2015
Q2 | $510K | Buy |
16,085
+8,600
| +115% | +$273K | 0.18% | 128 |
|
|
2015
Q1 | $231K | Buy |
7,485
+500
| +7% | +$15.4K | 0.07% | 286 |
|
|
2014
Q4 | $201K | Sell |
6,985
-3,095
| -31% | -$89.1K | 0.07% | 306 |
|
|
2014
Q3 | $271K | Buy |
+10,080
| New | +$271K | 0.05% | 370 |
|