PCA Investment Advisory Services’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
Q4 | – | Sell |
-4,181
| Closed | -$272K | – | 153 |
|
|
2024
Q3 | $272K | Buy |
4,181
+3
| +0.1% | +$195 | 0.13% | 110 |
|
|
2024
Q2 | $256K | Sell |
4,178
-263
| -6% | -$16.1K | 0.13% | 108 |
|
|
2024
Q1 | $275K | Buy |
4,441
+1
| +0% | +$62 | 0.15% | 94 |
|
|
2023
Q4 | $254K | Sell |
4,440
-1,155
| -21% | -$66.1K | 0.17% | 93 |
|
|
2023
Q3 | $302K | Buy |
5,595
+700
| +14% | +$37.8K | 0.22% | 74 |
|
|
2023
Q2 | $275K | Buy |
4,895
+50
| +1% | +$2.81K | 0.16% | 84 |
|
|
2023
Q1 | $265K | Buy |
+4,845
| New | +$265K | 0.19% | 83 |
|