SWM
IEIH
Strategic Wealth Management’s iShares Evolved U.S. Innovative Healthcare ETF IEIH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.52M | Hold |
99,162
| – | – | 1.74% | 20 |
|
|
2021
Q3 | $3.48M | Buy |
99,162
+1,539
| +2% | +$54K | 1.81% | 16 |
|
|
2021
Q2 | $3.42M | Sell |
97,623
-3,952
| -4% | -$138K | 1.84% | 20 |
|
|
2021
Q1 | $3.29M | Hold |
101,575
| – | – | 1.97% | 16 |
|
|
2020
Q4 | $3.29M | Sell |
101,575
-400
| -0.4% | -$12.9K | 2.02% | 18 |
|
|
2020
Q3 | $3.09M | Buy |
+101,975
| New | +$3.09M | 2.3% | 14 |
|