One Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,340
| Closed | -$207K | – | 249 |
|
|
2024
Q1 | $207K | Sell |
3,340
-2,255
| -40% | -$140K | 0.04% | 234 |
|
|
2023
Q4 | $320K | Sell |
5,595
-10,960
| -66% | -$627K | 0.06% | 150 |
|
|
2023
Q3 | $894K | Sell |
16,555
-2,295
| -12% | -$124K | 0.2% | 69 |
|
|
2023
Q2 | $1.06M | Buy |
18,850
+1,945
| +12% | +$109K | 0.22% | 61 |
|
|
2023
Q1 | $923K | Buy |
16,905
+730
| +5% | +$39.9K | 0.21% | 66 |
|
|
2022
Q4 | $918K | Buy |
16,175
+895
| +6% | +$50.8K | 0.21% | 73 |
|
|
2022
Q3 | $773K | Buy |
15,280
+11,000
| +257% | +$556K | 0.25% | 55 |
|
|
2022
Q2 | $230K | Sell |
4,280
-7,655
| -64% | -$411K | 0.06% | 167 |
|
|
2022
Q1 | $689K | Buy |
+11,935
| New | +$689K | 0.17% | 72 |
|