Sweet Financial Partners’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
Q3 | $319K | Hold |
3,250
| – | – | 0.07% | 162 |
|
|
2024
Q2 | $302K | Sell |
3,250
-730
| -18% | -$67.8K | 0.07% | 161 |
|
|
2024
Q1 | $371K | Sell |
3,980
-33
| -0.8% | -$3.07K | 0.09% | 147 |
|
|
2023
Q4 | $348K | Hold |
4,013
| – | – | 0.08% | 146 |
|
|
2023
Q3 | $331K | Hold |
4,013
| – | – | 0.09% | 136 |
|
|
2023
Q2 | $341K | Hold |
4,013
| – | – | 0.09% | 133 |
|
|
2023
Q1 | $335K | Hold |
4,013
| – | – | 0.09% | 132 |
|
|
2022
Q4 | $341K | Buy |
4,013
+33
| +0.8% | +$2.8K | 0.1% | 125 |
|
|
2022
Q3 | $300K | Hold |
3,980
| – | – | 0.1% | 130 |
|
|
2022
Q2 | $323K | Hold |
3,980
| – | – | 0.1% | 123 |
|
|
2022
Q1 | $349K | Buy |
3,980
+910
| +30% | +$79.8K | 0.09% | 121 |
|
|
2021
Q4 | $277K | Buy |
+3,070
| New | +$277K | 0.12% | 115 |
|