One Advisory Partners’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
Q4 | – | Sell |
-6,265
| Closed | -$338K | – | 46 |
|
|
2023
Q3 | $338K | Sell |
6,265
-4,110
| -40% | -$222K | 0.2% | 38 |
|
|
2023
Q2 | $582K | Buy |
10,375
+270
| +3% | +$15.1K | 0.33% | 26 |
|
|
2023
Q1 | $552K | Buy |
10,105
+3,200
| +46% | +$175K | 0.32% | 27 |
|
|
2022
Q4 | $392K | Buy |
6,905
+2,510
| +57% | +$142K | 0.25% | 37 |
|
|
2022
Q3 | $222K | Buy |
+4,395
| New | +$222K | 0.15% | 44 |
|
|
2022
Q2 | – | Sell |
-3,835
| Closed | -$222K | – | 46 |
|
|
2022
Q1 | $222K | Buy |
+3,835
| New | +$222K | 0.13% | 34 |
|