Security Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,615
| Closed | -$897K | – | 173 |
|
|
2023
Q3 | $897K | Sell |
16,615
-2,155
| -11% | -$116K | 0.25% | 72 |
|
|
2023
Q2 | $1.05M | Sell |
18,770
-765
| -4% | -$42.9K | 0.3% | 62 |
|
|
2023
Q1 | $1.07M | Buy |
19,535
+3,030
| +18% | +$165K | 0.32% | 56 |
|
|
2022
Q4 | $937K | Buy |
16,505
+2,685
| +19% | +$152K | 0.29% | 68 |
|
|
2022
Q3 | $699K | Sell |
13,820
-18,815
| -58% | -$952K | 0.24% | 76 |
|
|
2022
Q2 | $1.76M | Buy |
32,635
+15,875
| +95% | +$854K | 0.56% | 45 |
|
|
2022
Q1 | $968K | Buy |
+16,760
| New | +$968K | 0.31% | 58 |
|