Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $68.8K | Hold |
1,180
| – | – | 0.01% | 262 |
|
|
2024
Q3 | $76.7K | Hold |
1,180
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $72.3K | Hold |
1,180
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $73K | Hold |
1,180
| – | – | 0.02% | 257 |
|
|
2023
Q4 | $67.6K | Hold |
1,180
| – | – | 0.02% | 255 |
|
|
2023
Q3 | $63.7K | Hold |
1,180
| – | – | 0.02% | 259 |
|
|
2023
Q2 | $66.1K | Buy |
1,180
+5
| +0.4% | +$280 | 0.02% | 254 |
|
|
2023
Q1 | $64.4K | Sell |
1,175
-5
| -0.4% | -$274 | 0.02% | 252 |
|
|
2022
Q4 | $67K | Sell |
1,180
-370
| -24% | -$21K | 0.02% | 241 |
|
|
2022
Q3 | $79K | Hold |
1,550
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $83K | Hold |
1,550
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $90K | Hold |
1,550
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $93K | Hold |
1,550
| – | – | 0.02% | 208 |
|
|
2021
Q3 | $85K | Hold |
1,550
| – | – | 0.02% | 207 |
|
|
2021
Q2 | $84K | Sell |
1,550
-7,590
| -83% | -$411K | 0.02% | 207 |
|
|
2021
Q1 | $78 | Buy |
9,140
+7,595
| +492% | +$65 | 0.02% | 219 |
|
|
2020
Q4 | $76K | Buy |
1,545
+5
| +0.3% | +$246 | 0.03% | 203 |
|
|
2020
Q3 | $70K | Sell |
1,540
-2,270
| -60% | -$103K | 0.03% | 194 |
|
|
2020
Q2 | $164K | Hold |
3,810
| – | – | 0.06% | 122 |
|
|
2020
Q1 | $143K | Hold |
3,810
| – | – | 0.06% | 125 |
|
|
2019
Q4 | $164K | Buy |
+3,810
| New | +$164K | 0.07% | 130 |
|