Pathstone Family Office’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
Q3 | $470K | Buy |
8,705
+4,815
| +124% | +$260K | ﹤0.01% | 1065 |
|
|
2023
Q2 | $218K | Buy |
3,890
+15
| +0.4% | +$841 | ﹤0.01% | 1106 |
|
|
2023
Q1 | $212K | Sell |
3,875
-3,875
| -50% | -$212K | ﹤0.01% | 1063 |
|
|
2022
Q4 | $440K | Sell |
7,750
-8,000
| -51% | -$454K | ﹤0.01% | 1156 |
|
|
2022
Q3 | $796K | Buy |
15,750
+7,875
| +100% | +$398K | 0.01% | 858 |
|
|
2022
Q2 | $424K | Buy |
+7,875
| New | +$424K | 0.01% | 648 |
|
|
2021
Q1 | – | Sell |
-55
| Closed | -$3K | – | 984 |
|
|
2020
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 977 |
|