NWAM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,100
| Closed | -$279K | – | 560 |
|
|
2023
Q1 | $279K | Sell |
5,100
-2,155
| -30% | -$118K | 0.03% | 384 |
|
|
2022
Q4 | $412K | Buy |
7,255
+745
| +11% | +$42.3K | 0.04% | 344 |
|
|
2022
Q3 | $329K | Buy |
+6,510
| New | +$329K | 0.03% | 366 |
|
|
2021
Q4 | – | Sell |
-10,885
| Closed | -$601K | – | 521 |
|
|
2021
Q3 | $601K | Buy |
10,885
+500
| +5% | +$27.6K | 0.05% | 280 |
|
|
2021
Q2 | $567K | Buy |
+10,385
| New | +$567K | 0.05% | 288 |
|