Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
6,085
-200
| -3% | -$17.2K | 0.22% | 110 |
|
|
2025
Q1 | $573K | Sell |
6,285
-200
| -3% | -$18.2K | 0.26% | 98 |
|
|
2024
Q4 | $558K | Sell |
6,485
-325
| -5% | -$27.9K | 0.25% | 100 |
|
|
2024
Q3 | $668K | Buy |
6,810
+150
| +2% | +$14.7K | 0.32% | 90 |
|
|
2024
Q2 | $618K | Sell |
6,660
-75
| -1% | -$6.96K | 0.31% | 90 |
|
|
2024
Q1 | $627K | Hold |
6,735
| – | – | 0.33% | 84 |
|
|
2023
Q4 | $584K | Buy |
6,735
+395
| +6% | +$34.3K | 0.34% | 82 |
|
|
2023
Q3 | $523K | Buy |
6,340
+2,525
| +66% | +$208K | 0.34% | 75 |
|
|
2023
Q2 | $324K | Buy |
+3,815
| New | +$324K | 0.2% | 103 |
|