Rand Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $337K | Hold |
8,310
| – | – | 0.04% | 193 |
|
|
2018
Q2 | $296K | Hold |
8,310
| – | – | 0.03% | 201 |
|
|
2018
Q1 | $287K | Hold |
8,310
| – | – | 0.03% | 200 |
|
|
2017
Q4 | $290K | Sell |
8,310
-950
| -10% | -$33.2K | 0.03% | 200 |
|
|
2017
Q3 | $318K | Hold |
9,260
| – | – | 0.04% | 191 |
|
|
2017
Q2 | $308K | Hold |
9,260
| – | – | 0.04% | 182 |
|
|
2017
Q1 | $288K | Hold |
9,260
| – | – | 0.03% | 191 |
|
|
2016
Q4 | $267K | Hold |
9,260
| – | – | 0.03% | 196 |
|
|
2016
Q3 | $278K | Hold |
9,260
| – | – | 0.04% | 202 |
|
|
2016
Q2 | $275K | Hold |
9,260
| – | – | 0.04% | 198 |
|
|
2016
Q1 | $260K | Hold |
9,260
| – | – | 0.04% | 198 |
|
|
2015
Q4 | $278K | Sell |
9,260
-1,905
| -17% | -$57.2K | 0.04% | 194 |
|
|
2015
Q3 | $312K | Hold |
11,165
| – | – | 0.05% | 190 |
|
|
2015
Q2 | $354K | Hold |
11,165
| – | – | 0.05% | 182 |
|
|
2015
Q1 | $345K | Hold |
11,165
| – | – | 0.05% | 183 |
|
|
2014
Q4 | $337K | Hold |
11,165
| – | – | 0.05% | 186 |
|
|
2014
Q3 | $300K | Buy |
+11,165
| New | +$300K | 0.04% | 175 |
|
|
2014
Q2 | – | Sell |
-11,165
| Closed | -$275K | – | 214 |
|
|
2014
Q1 | $275K | Hold |
11,165
| – | – | 0.05% | 171 |
|
|
2013
Q4 | $260K | Hold |
11,165
| – | – | 0.05% | 175 |
|
|
2013
Q3 | $239K | Hold |
11,165
| – | – | 0.05% | 178 |
|
|
2013
Q2 | $224K | Buy |
+11,165
| New | +$224K | 0.05% | 175 |
|