Smart Portfolios LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-37,525
| Closed | -$1.08M | – | 37 |
|
|
2016
Q4 | $1.08M | Buy |
37,525
+7,335
| +24% | +$211K | 0.94% | 24 |
|
|
2016
Q3 | $907K | Buy |
30,190
+24,470
| +428% | +$735K | 1.03% | 18 |
|
|
2016
Q2 | $170K | Buy |
+5,720
| New | +$170K | 0.22% | 17 |
|
|
2015
Q3 | – | Sell |
-20,455
| Closed | -$650K | – | 23 |
|
|
2015
Q2 | $650K | Sell |
20,455
-230
| -1% | -$7.31K | 0.93% | 17 |
|
|
2015
Q1 | $634K | Sell |
20,685
-3,225
| -13% | -$98.8K | 0.71% | 18 |
|
|
2014
Q4 | $689K | Buy |
23,910
+725
| +3% | +$20.9K | 0.77% | 19 |
|
|
2014
Q3 | $622K | Sell |
23,185
-10,580
| -31% | -$284K | 0.76% | 18 |
|
|
2014
Q2 | $677K | Sell |
33,765
-25,160
| -43% | -$504K | 0.88% | 16 |
|
|
2014
Q1 | $1.45M | Sell |
58,925
-4,940
| -8% | -$121K | 1.9% | 11 |
|
|
2013
Q4 | $1.49M | Buy |
63,865
+820
| +1% | +$19.1K | 1.99% | 11 |
|
|
2013
Q3 | $1.35M | Buy |
63,045
+63,010
| +180,029% | +$1.35M | 1.95% | 13 |
|
|
2013
Q2 | $677 | Buy |
+35
| New | +$677 | 0.95% | 15 |
|