Peachtree Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.43M | Buy |
67,205
+5,730
| +9% | +$207K | 1.87% | 17 |
|
|
2018
Q3 | $2.5M | Buy |
61,475
+3,250
| +6% | +$132K | 1.7% | 16 |
|
|
2018
Q2 | $2.08M | Buy |
58,225
+5,300
| +10% | +$189K | 1.5% | 21 |
|
|
2018
Q1 | $1.83M | Buy |
52,925
+3,175
| +6% | +$110K | 1.37% | 24 |
|
|
2017
Q4 | $1.73M | Sell |
49,750
-16,595
| -25% | -$578K | 1.33% | 24 |
|
|
2017
Q3 | $2.28M | Sell |
66,345
-1,350
| -2% | -$46.4K | 1.96% | 15 |
|
|
2017
Q2 | $2.25M | Sell |
67,695
-1,825
| -3% | -$60.7K | 1.93% | 15 |
|
|
2017
Q1 | $2.17M | Sell |
69,520
-175
| -0.3% | -$5.45K | 1.98% | 15 |
|
|
2016
Q4 | $2.01M | Sell |
69,695
-100
| -0.1% | -$2.88K | 1.97% | 15 |
|
|
2016
Q3 | $2.1M | Buy |
69,795
+750
| +1% | +$22.5K | 2.06% | 14 |
|
|
2016
Q2 | $2.05M | Buy |
69,045
+4,650
| +7% | +$138K | 2.08% | 13 |
|
|
2016
Q1 | $1.81M | Buy |
64,395
+12,230
| +23% | +$344K | 1.82% | 16 |
|
|
2015
Q4 | $1.57M | Buy |
52,165
+14,800
| +40% | +$444K | 1.64% | 18 |
|
|
2015
Q3 | $1.05M | Buy |
37,365
+11,790
| +46% | +$330K | 1.09% | 30 |
|
|
2015
Q2 | $812K | Buy |
25,575
+6,250
| +32% | +$198K | 0.61% | 51 |
|
|
2015
Q1 | $596K | Buy |
19,325
+10,825
| +127% | +$334K | 0.43% | 67 |
|
|
2014
Q4 | $245K | Buy |
+8,500
| New | +$245K | 0.16% | 128 |
|