Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $916K | Hold |
18,625
| – | – | 0.52% | 47 |
|
|
2020
Q3 | $846K | Buy |
18,625
+7,625
| +69% | +$346K | 0.54% | 41 |
|
|
2020
Q2 | $474K | Buy |
11,000
+2,250
| +26% | +$97K | 0.32% | 56 |
|
|
2020
Q1 | $364K | Buy |
8,750
+250
| +3% | +$10.4K | 0.28% | 65 |
|
|
2019
Q4 | $367K | Hold |
8,500
| – | – | 0.2% | 95 |
|
|
2019
Q3 | $321K | Buy |
8,500
+125
| +1% | +$4.72K | 0.16% | 110 |
|
|
2019
Q2 | $327K | Buy |
8,375
+625
| +8% | +$24.4K | 0.12% | 116 |
|
|
2019
Q1 | $300K | Buy |
7,750
+1,500
| +24% | +$58.1K | 0.11% | 118 |
|
|
2018
Q4 | $226K | Buy |
+6,250
| New | +$226K | 0.1% | 121 |
|