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Sweet Financial Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Sweet Financial Partners’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$319K Hold
3,250
– – 0.07% 162
2024
Q2 		$302K Sell
3,250
-730
-18% -$66.6K 0.07% 161
2024
Q1 		$371K Sell
3,980
-33
-0.8% -$2.99K 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% 135
2023
Q1 		$335K Hold
4,013
– – 0.09% 132
2022
Q4 		$341K Buy
4,013
+33
+0.8% +$2.72K 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% +$77K 0.09% 121
2021
Q4 		$277K Buy
+3,070
New +$265K 0.12% 115

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