Stratos Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,286
| Closed | -$232K | – | 695 |
|
|
2025
Q1 | $232K | Sell |
3,286
-5,214
| -61% | -$368K | 0.01% | 599 |
|
|
2024
Q4 | $559K | Buy |
8,500
+4,963
| +140% | +$326K | 0.03% | 446 |
|
|
2024
Q3 | $250K | Buy |
+3,537
| New | +$250K | 0.01% | 652 |
|
|
2024
Q2 | – | Sell |
-3,465
| Closed | -$235K | – | 734 |
|
|
2024
Q1 | $235K | Buy |
+3,465
| New | +$235K | 0.01% | 597 |
|
|
2023
Q4 | – | Sell |
-5,589
| Closed | -$330K | – | 710 |
|
|
2023
Q3 | $330K | Buy |
+5,589
| New | +$330K | 0.02% | 502 |
|