Prio Wealth Limited Partnership’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $405K | Hold |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $285K | Hold |
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|
2016
Q2 | $281K | Sell |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $537K | Sell |
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|
2015
Q3 | $538K | Hold |
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|
2015
Q2 | $611K | Sell |
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|
2015
Q1 | $597K | Hold |
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|
2014
Q4 | $558K | Sell |
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|
2014
Q3 | $523K | Sell |
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|
2014
Q2 | $519K | Hold |
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|
2014
Q1 | $498K | Buy |
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|
2013
Q4 | $282K | Hold |
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|
2013
Q3 | $259K | Sell |
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|
2013
Q2 | $251K | Buy |
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