Private Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42,945
| Closed | -$2.35M | – | 221 |
|
|
2023
Q1 | $2.35M | Buy |
42,945
+10,520
| +32% | +$575K | 0.5% | 52 |
|
|
2022
Q4 | $1.84M | Sell |
32,425
-930
| -3% | -$52.8K | 0.4% | 61 |
|
|
2022
Q3 | $1.69M | Buy |
+33,355
| New | +$1.69M | 0.39% | 64 |
|
|
2019
Q3 | – | Sell |
-20,985
| Closed | -$820K | – | 131 |
|
|
2019
Q2 | $820K | Buy |
+20,985
| New | +$820K | 0.38% | 56 |
|
|
2018
Q2 | – | Sell |
-59,380
| Closed | -$2.05M | – | 133 |
|
|
2018
Q1 | $2.05M | Buy |
+59,380
| New | +$2.05M | 1.26% | 33 |
|
|
2017
Q2 | – | Sell |
-14,065
| Closed | -$438K | – | 138 |
|
|
2017
Q1 | $438K | Sell |
14,065
-101,820
| -88% | -$3.17M | 0.29% | 95 |
|
|
2016
Q4 | $3.34M | Buy |
+115,885
| New | +$3.34M | 2.3% | 13 |
|