SeaCrest Wealth Management’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
Q1 | – | Sell |
-3,920
| Closed | -$228K | – | 638 |
|
|
2023
Q4 | $228K | Sell |
3,920
-60
| -2% | -$3.5K | 0.03% | 539 |
|
|
2023
Q3 | $215K | Hold |
3,980
| – | – | 0.03% | 544 |
|
|
2023
Q2 | $223K | Buy |
3,980
+5
| +0.1% | +$280 | 0.03% | 546 |
|
|
2023
Q1 | $217K | Buy |
3,975
+85
| +2% | +$4.64K | 0.03% | 561 |
|
|
2022
Q4 | $221K | Buy |
+3,890
| New | +$221K | 0.03% | 527 |
|
|
2022
Q3 | – | Sell |
-3,880
| Closed | -$209K | – | 1070 |
|
|
2022
Q2 | $209K | Buy |
3,880
+5
| +0.1% | +$269 | 0.03% | 589 |
|
|
2022
Q1 | $224K | Buy |
+3,875
| New | +$224K | 0.03% | 617 |
|
|
2019
Q2 | – | Sell |
-4,005
| Closed | -$155K | – | 1192 |
|
|
2019
Q1 | $155K | Buy |
4,005
+20
| +0.5% | +$774 | 0.03% | 546 |
|
|
2018
Q4 | $144K | Buy |
3,985
+10
| +0.3% | +$361 | 0.03% | 532 |
|
|
2018
Q3 | $161K | Buy |
3,975
+5
| +0.1% | +$203 | 0.03% | 580 |
|
|
2018
Q2 | $141K | Hold |
3,970
| – | – | 0.03% | 610 |
|
|
2018
Q1 | $137K | Buy |
3,970
+5
| +0.1% | +$173 | 0.03% | 607 |
|
|
2017
Q4 | $138K | Buy |
+3,965
| New | +$138K | 0.03% | 603 |
|