Sargent Bickham Lagudis’s iShares US Healthcare ETF IYH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$471K	Sell	8,305 -405	-5%	-$22.4K	0.04%	190
2022 Q3	$441K	Sell	8,710 -20	-0.2%	-$1.08K	0.04%	179
2022 Q2	$470K	Sell	8,730 -335	-4%	-$18.4K	0.04%	184
2022 Q1	$524K	Sell	9,065 -100	-1%	-$5.58K	0.04%	177
2021 Q4	$551K	Hold	9,165	–	–	0.04%	169
2021 Q3	$506K	Hold	9,165	–	–	0.04%	167
2021 Q2	$500K	Sell	9,165 -375	-4%	-$19.8K	0.04%	171
2021 Q1	$482K	Sell	9,540 -360	-4%	-$18.1K	0.04%	163
2020 Q4	$487K	Hold	9,900	–	–	0.05%	165
2020 Q3	$450K	Hold	9,900	–	–	0.05%	150
2020 Q2	$427K	Hold	9,900	–	–	0.05%	145
2020 Q1	$372K	Hold	9,900	–	–	0.05%	159
2019 Q4	$427K	Hold	9,900	–	–	0.05%	152
2019 Q3	$375K	Hold	9,900	–	–	0.05%	152
2019 Q2	$387K	Sell	9,900 -805	-8%	-$30.5K	0.05%	155
2019 Q1	$415K	Sell	10,705 -810	-7%	-$30.8K	0.05%	156
2018 Q4	$416K	Sell	11,515 -250	-2%	-$9.58K	0.05%	148
2018 Q3	$477K	Sell	11,765 -660	-5%	-$25.5K	0.06%	146
2018 Q2	$443K	Hold	12,425	–	–	0.05%	145
2018 Q1	$429K	Sell	12,425 -1,370	-10%	-$49.3K	0.05%	144
2017 Q4	$481K	Buy	13,795 +980	+8%	+$34K	0.06%	147
2017 Q3	$440K	Sell	12,815 -910	-7%	-$30.7K	0.05%	152
2017 Q2	$456K	Hold	13,725	–	–	0.06%	147
2017 Q1	$427K	Sell	13,725 -220	-2%	-$6.71K	0.06%	151
2016 Q4	$401K	Buy	13,945 +11,985	+611%	+$347K	0.06%	145
2016 Q3	$468	Sell	1,960 -13,605	-87%	-$416K	0.07%	137
2016 Q2	$462K	Sell	15,565 -800	-5%	-$23.4K	0.07%	139
2016 Q1	$460K	Buy	+16,365	New	+$453K	0.07%	140