One Wealth Advisors’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
-7,760
Closed -$640K 228
2023
Q3
$640K Buy
7,760
+1,579
+26% +$130K 0.14% 81
2023
Q2
$525K Buy
6,181
+251
+4% +$21.3K 0.11% 100
2023
Q1
$494K Buy
5,930
+41
+0.7% +$3.42K 0.11% 102
2022
Q4
$500K Buy
+5,889
New +$500K 0.11% 96