Patriot Financial Group Insurance Agency’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,365
| Closed | -$44K | – | 1380 |
|
|
2019
Q3 | $44K | Hold |
1,365
| – | – | 0.02% | 462 |
|
|
2019
Q2 | $47K | Hold |
1,365
| – | – | 0.02% | 444 |
|
|
2019
Q1 | $46K | Hold |
1,365
| – | – | 0.02% | 401 |
|
|
2018
Q4 | $45K | Hold |
1,365
| – | – | 0.03% | 343 |
|
|
2018
Q3 | $55K | Hold |
1,365
| – | – | 0.03% | 287 |
|
|
2018
Q2 | $48K | Sell |
1,365
-400
| -23% | -$14.1K | 0.05% | 188 |
|
|
2018
Q1 | $55K | Hold |
1,765
| – | – | 0.04% | 296 |
|
|
2017
Q4 | $57K | Hold |
1,765
| – | – | 0.04% | 277 |
|
|
2017
Q3 | $51K | Hold |
1,765
| – | – | 0.05% | 255 |
|
|
2017
Q2 | $52K | Buy |
1,765
+400
| +29% | +$11.8K | 0.05% | 237 |
|
|
2017
Q1 | $36K | Sell |
1,365
-400
| -23% | -$10.5K | 0.04% | 271 |
|
|
2016
Q4 | $46K | Buy |
+1,765
| New | +$46K | 0.06% | 236 |
|