Private Wealth Advisors (Pennsylvania)’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$394K Hold
5,160
0.22% 79
2020
Q3
$371K Hold
5,160
0.24% 72
2020
Q2
$355K Hold
5,160
0.24% 70
2020
Q1
$343K Hold
5,160
0.26% 69
2019
Q4
$358K Hold
5,160
0.19% 96
2019
Q3
$315K Hold
5,160
0.16% 112
2019
Q2
$318K Hold
5,160
0.11% 117
2019
Q1
$315K Hold
5,160
0.12% 115
2018
Q4
$292K Sell
5,160
-701
-12% -$39.7K 0.13% 113
2018
Q3
$369K Hold
5,861
0.14% 108
2018
Q2
$331K Buy
5,861
+1
+0% +$56 0.13% 107
2018
Q1
$326K Hold
5,860
0.13% 108
2017
Q4
$330K Buy
5,860
+700
+14% +$39.4K 0.13% 111
2017
Q3
$290K Hold
5,160
0.12% 113
2017
Q2
$282K Hold
5,160
0.12% 109
2017
Q1
$265K Hold
5,160
0.12% 108
2016
Q4
$245K Sell
5,160
-700
-12% -$33.2K 0.11% 110
2016
Q3
$295K Hold
5,860
0.14% 108
2016
Q2
$296K Buy
5,860
+700
+14% +$35.4K 0.15% 105
2016
Q1
$248K Hold
5,160
0.13% 107
2015
Q4
$265K Sell
5,160
-210
-4% -$10.8K 0.15% 103
2015
Q3
$264K Hold
5,370
0.13% 120
2015
Q2
$292K Hold
5,370
0.13% 118
2015
Q1
$289K Sell
5,370
-654
-11% -$35.2K 0.14% 117
2014
Q4
$300K Hold
6,024
0.15% 105
2014
Q3
$294K Hold
6,024
0.15% 102
2014
Q2
$284K Hold
6,024
0.15% 103
2014
Q1
$274K Buy
6,024
+164
+3% +$7.46K 0.15% 104
2013
Q4
$252K Hold
5,860
0.14% 105
2013
Q3
$233K Buy
+5,860
New +$233K 0.14% 103