SBL
Sargent Bickham Lagudis’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $471K | Sell |
1,661
-81
| -5% | -$23K | 0.04% | 190 |
|
|
2022
Q3 | $441K | Sell |
1,742
-4
| -0.2% | -$1.01K | 0.04% | 179 |
|
|
2022
Q2 | $470K | Sell |
1,746
-67
| -4% | -$18K | 0.04% | 184 |
|
|
2022
Q1 | $524K | Sell |
1,813
-20
| -1% | -$5.78K | 0.04% | 177 |
|
|
2021
Q4 | $551K | Hold |
1,833
| – | – | 0.04% | 169 |
|
|
2021
Q3 | $506K | Hold |
1,833
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $500K | Sell |
1,833
-75
| -4% | -$20.5K | 0.04% | 171 |
|
|
2021
Q1 | $482K | Sell |
1,908
-72
| -4% | -$18.2K | 0.04% | 163 |
|
|
2020
Q4 | $487K | Hold |
1,980
| – | – | 0.05% | 165 |
|
|
2020
Q3 | $450K | Hold |
1,980
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $427K | Hold |
1,980
| – | – | 0.05% | 145 |
|
|
2020
Q1 | $372K | Hold |
1,980
| – | – | 0.05% | 159 |
|
|
2019
Q4 | $427K | Hold |
1,980
| – | – | 0.05% | 152 |
|
|
2019
Q3 | $375K | Hold |
1,980
| – | – | 0.05% | 152 |
|
|
2019
Q2 | $387K | Sell |
1,980
-161
| -8% | -$31.5K | 0.05% | 155 |
|
|
2019
Q1 | $415K | Sell |
2,141
-162
| -7% | -$31.4K | 0.05% | 156 |
|
|
2018
Q4 | $416K | Sell |
2,303
-50
| -2% | -$9.03K | 0.05% | 148 |
|
|
2018
Q3 | $477K | Sell |
2,353
-132
| -5% | -$26.8K | 0.06% | 146 |
|
|
2018
Q2 | $443K | Hold |
2,485
| – | – | 0.05% | 145 |
|
|
2018
Q1 | $429K | Sell |
2,485
-274
| -10% | -$47.3K | 0.05% | 144 |
|
|
2017
Q4 | $481K | Buy |
2,759
+196
| +8% | +$34.2K | 0.06% | 147 |
|
|
2017
Q3 | $440K | Sell |
2,563
-182
| -7% | -$31.2K | 0.05% | 152 |
|
|
2017
Q2 | $456K | Hold |
2,745
| – | – | 0.06% | 147 |
|
|
2017
Q1 | $427K | Sell |
2,745
-44
| -2% | -$6.84K | 0.06% | 151 |
|
|
2016
Q4 | $401K | Buy |
2,789
+2,397
| +611% | +$345K | 0.06% | 145 |
|
|
2016
Q3 | $468 | Sell |
392
-2,721
| -87% | -$3.25K | 0.07% | 137 |
|
|
2016
Q2 | $462K | Sell |
3,113
-160
| -5% | -$23.7K | 0.07% | 139 |
|
|
2016
Q1 | $460K | Buy |
+3,273
| New | +$460K | 0.07% | 140 |
|