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Roberts Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Roberts Wealth Advisors’s Portfolio IHE Stock Details IHE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,293
Closed -$256K – 93
2021
Q4 		$256K Sell
1,293
-353
-21% -$69.9K 0.09% 90
2021
Q3 		$301K Buy
+1,646
New +$301K 0.12% 85