Redmont Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-645
| Closed | -$41.9K | – | 179 |
|
2024
Q3 | $41.9K | Hold |
645
| – | – | 0.06% | 98 |
|
2024
Q2 | $39.5K | Hold |
645
| – | – | 0.06% | 97 |
|
2024
Q1 | $39.9K | Buy |
+645
| New | +$39.9K | 0.06% | 104 |
|
2022
Q2 | – | Sell |
-3,650
| Closed | -$211K | – | 113 |
|
2022
Q1 | $211K | Buy |
+3,650
| New | +$211K | 0.22% | 104 |
|