One Advisory Partners’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,697
| Closed | -$470K | – | 45 |
|
|
2023
Q3 | $470K | Buy |
5,697
+2,809
| +97% | +$232K | 0.27% | 32 |
|
|
2023
Q2 | $245K | Buy |
2,888
+29
| +1% | +$2.47K | 0.14% | 37 |
|
|
2023
Q1 | $238K | Sell |
2,859
-74
| -3% | -$6.17K | 0.14% | 38 |
|
|
2022
Q4 | $249K | Buy |
2,933
+154
| +6% | +$13.1K | 0.16% | 45 |
|
|
2022
Q3 | $209K | Buy |
+2,779
| New | +$209K | 0.14% | 47 |
|