Stratos Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,081
| Closed | -$204K | – | 753 |
|
2024
Q3 | $204K | Sell |
2,081
-79
| -4% | -$7.76K | 0.01% | 699 |
|
2024
Q2 | $201K | Sell |
2,160
-9
| -0.4% | -$836 | 0.01% | 670 |
|
2024
Q1 | $202K | Buy |
+2,169
| New | +$202K | 0.01% | 632 |
|
2023
Q4 | – | Sell |
-3,275
| Closed | -$270K | – | 713 |
|
2023
Q3 | $270K | Buy |
+3,275
| New | +$270K | 0.02% | 556 |
|