Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,764
| Closed | -$250K | – | 217 |
|
|
2021
Q4 | $250K | Sell |
2,764
-230
| -8% | -$20.8K | 0.08% | 195 |
|
|
2021
Q3 | $251K | Hold |
2,994
| – | – | 0.09% | 188 |
|
|
2021
Q2 | $249K | Sell |
2,994
-90
| -3% | -$7.49K | 0.09% | 183 |
|
|
2021
Q1 | $238K | Hold |
3,084
| – | – | 0.1% | 174 |
|
|
2020
Q4 | $236K | Hold |
3,084
| – | – | 0.1% | 155 |
|
|
2020
Q3 | $221K | Hold |
3,084
| – | – | 0.11% | 141 |
|
|
2020
Q2 | $212K | Buy |
+3,084
| New | +$212K | 0.11% | 149 |
|
|
2020
Q1 | – | Sell |
-3,084
| Closed | -$212K | – | 150 |
|
|
2019
Q4 | $212K | Buy |
+3,084
| New | +$212K | 0.1% | 155 |
|