SWA
SFMG Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-24,407
| Closed | -$3.66M | – | 109 |
|
|
2015
Q4 | $3.66M | Sell |
24,407
-55,190
| -69% | -$8.28M | 0.83% | 17 |
|
|
2015
Q3 | $11.1M | Sell |
79,597
-20,852
| -21% | -$2.92M | 2.69% | 11 |
|
|
2015
Q2 | $15.9M | Sell |
100,449
-185,489
| -65% | -$29.4M | 3.57% | 10 |
|
|
2015
Q1 | $44.1M | Buy |
285,938
+185,583
| +185% | +$28.6M | 3.56% | 10 |
|
|
2014
Q4 | $14.5M | Sell |
100,355
-4,719
| -4% | -$680K | 3.22% | 10 |
|
|
2014
Q3 | $14.1M | Buy |
+105,074
| New | +$14.1M | 4.42% | 8 |
|
|
2014
Q2 | – | Sell |
-96,842
| Closed | -$11.9M | – | 88 |
|
|
2014
Q1 | $11.9M | Sell |
96,842
-2,730
| -3% | -$336K | 4.01% | 11 |
|
|
2013
Q4 | $11.6M | Buy |
99,572
+9,970
| +11% | +$1.16M | 3.99% | 11 |
|
|
2013
Q3 | $9.58M | Buy |
+89,602
| New | +$9.58M | 3.84% | 11 |
|