Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30
| Closed | -$1.95K | – | 452 |
|
|
2024
Q3 | $1.95K | Hold |
30
| – | – | ﹤0.01% | 411 |
|
|
2024
Q2 | $1.84K | Sell |
30
-613
| -95% | -$37.6K | ﹤0.01% | 413 |
|
|
2024
Q1 | $39.8K | Sell |
643
-2,452
| -79% | -$152K | 0.01% | 243 |
|
|
2023
Q4 | $177K | Hold |
3,095
| – | – | 0.06% | 132 |
|
|
2023
Q3 | $167K | Sell |
3,095
-1,375
| -31% | -$74.3K | 0.06% | 121 |
|
|
2023
Q2 | $251K | Hold |
4,470
| – | – | 0.11% | 92 |
|
|
2023
Q1 | $244K | Buy |
4,470
+750
| +20% | +$41K | 0.12% | 89 |
|
|
2022
Q4 | $211K | Buy |
+3,720
| New | +$211K | 0.11% | 94 |
|