ShoreHaven Wealth Partners’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
Q4 | – | Sell |
-5,033
| Closed | -$327K | – | 94 |
|
|
2024
Q3 | $327K | Hold |
5,033
| – | – | 0.16% | 65 |
|
|
2024
Q2 | $308K | Sell |
5,033
-82
| -2% | -$5.02K | 0.16% | 65 |
|
|
2024
Q1 | $317K | Sell |
5,115
-530
| -9% | -$32.8K | 0.17% | 65 |
|
|
2023
Q4 | $323K | Sell |
5,645
-8,060
| -59% | -$461K | 0.2% | 60 |
|
|
2023
Q3 | $740K | Sell |
13,705
-2,740
| -17% | -$148K | 0.51% | 39 |
|
|
2023
Q2 | $922K | Buy |
16,445
+1,535
| +10% | +$86K | 0.62% | 33 |
|
|
2023
Q1 | $814K | Sell |
14,910
-2,035
| -12% | -$111K | 0.57% | 35 |
|
|
2022
Q4 | $962K | Buy |
16,945
+865
| +5% | +$49.1K | 0.68% | 39 |
|
|
2022
Q3 | $813K | Buy |
16,080
+1,990
| +14% | +$101K | 0.62% | 39 |
|
|
2022
Q2 | $757K | Buy |
+14,090
| New | +$757K | 0.54% | 42 |
|