ShoreHaven Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,701
| Closed | -$345K | – | 81 |
|
|
2024
Q1 | $345K | Sell |
3,701
-1,770
| -32% | -$165K | 0.19% | 63 |
|
|
2023
Q4 | $474K | Sell |
5,471
-6,075
| -53% | -$527K | 0.29% | 55 |
|
|
2023
Q3 | $952K | Buy |
11,546
+2,458
| +27% | +$203K | 0.65% | 33 |
|
|
2023
Q2 | $772K | Sell |
9,088
-390
| -4% | -$33.1K | 0.52% | 36 |
|
|
2023
Q1 | $790K | Sell |
9,478
-438
| -4% | -$36.5K | 0.55% | 37 |
|
|
2022
Q4 | $842K | Sell |
9,916
-538
| -5% | -$45.7K | 0.59% | 43 |
|
|
2022
Q3 | $787K | Buy |
+10,454
| New | +$787K | 0.6% | 40 |
|