Perigon Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $325K | Hold |
|
|||||
|
2022
Q2 | $350K | Hold |
|
|||||
|
2022
Q1 | $378K | Hold |
|
|||||
|
2021
Q4 | $390K | Hold |
|
|||||
|
2021
Q3 | $361K | Hold |
|
|||||
|
2021
Q2 | $359K | Buy |
|
|||||
|
2021
Q1 | $319K | Buy |
|
|||||
|
2020
Q4 | $245K | Sell |
|
|||||
|
2020
Q3 | $235K | Buy |
|
|||||
|
2020
Q2 | $221K | Sell |
|
|||||
|
2020
Q1 | $302K | Buy |
|
|||||
|
2019
Q4 | $238K | Hold |
|
|||||
|
2019
Q3 | $214K | Hold |
|
|||||
|
2019
Q2 | $214K | Hold |
|
|||||
|
2019
Q1 | $203K | Sell |
|
|||||
|
2018
Q4 | $235K | Sell |
|
|||||
|
2018
Q3 | $304K | Sell |
|
|||||
|
2018
Q2 | $823K | Buy |
|
|||||
|
2018
Q1 | $236K | Sell |
|
|||||
|
2017
Q4 | $276K | Sell |
|
|||||
|
2017
Q3 | $670K | Sell |
|
|||||
|
2017
Q2 | $1.72M | Buy |
|
|||||
|
2017
Q1 | $1.58M | Sell |
|
|||||
|
2016
Q4 | $1.61M | Buy |
|
|||||
|
2016
Q3 | $1.26M | Sell |
|
|||||
|
2016
Q2 | $1.36M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $1.11M | Sell |
|
|||||
|
2015
Q3 | $1.3M | Hold |
|
|||||
|
2015
Q2 | $1.43M | Buy |
|
|||||
|
2015
Q1 | $1.27M | Buy |
|
|||||
|
2014
Q4 | $502K | Buy |
|
|||||
|
2014
Q3 | $427K | Buy |
|
|||||
|
2014
Q2 | $248K | Buy |
|
|||||
|
2014
Q1 | $232K | Buy |
|
|||||
|
2013
Q4 | $206K | Buy |
|