Occidental Asset 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
2022
Q2
Sell
-3,600
Closed -$208K 187
2022
Q1
$208K Sell
3,600
-1,520
-30% -$87.8K 0.05% 183
2021
Q4
$308K Buy
5,120
+260
+5% +$15.6K 0.07% 166
2021
Q3
$268K Buy
4,860
+390
+9% +$21.5K 0.07% 179
2021
Q2
$244K Buy
+4,470
New +$244K 0.06% 181