SS
Simplicity Solutions’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,406
| Closed | -$592K | – | 752 |
|
|
2020
Q4 | $592K | Buy |
2,406
+240
| +11% | +$59.1K | 0.01% | 660 |
|
|
2020
Q3 | $492K | Buy |
2,166
+22
| +1% | +$5K | 0.01% | 628 |
|
|
2020
Q2 | $462K | Buy |
+2,144
| New | +$462K | 0.01% | 651 |
|
|
2018
Q4 | – | Sell |
-987
| Closed | -$200K | – | 707 |
|
|
2018
Q3 | $200K | Buy |
+987
| New | +$200K | 0.01% | 534 |
|
|
2017
Q4 | – | Sell |
-1,918
| Closed | -$330K | – | 370 |
|
|
2017
Q3 | $330K | Buy |
+1,918
| New | +$330K | 0.22% | 136 |
|
|
2017
Q2 | – | Sell |
-2,926
| Closed | -$456K | – | 427 |
|
|
2017
Q1 | $456K | Buy |
+2,926
| New | +$456K | 0.07% | 241 |
|
|
2015
Q3 | – | Sell |
-15,692
| Closed | -$2.49M | – | 138 |
|
|
2015
Q2 | $2.49M | Sell |
15,692
-2,610
| -14% | -$414K | 2.36% | 11 |
|
|
2015
Q1 | $2.82M | Buy |
18,302
+922
| +5% | +$142K | 3.35% | 7 |
|
|
2014
Q4 | $2.51M | Buy |
+17,380
| New | +$2.51M | 2.97% | 7 |
|