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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$319K Hold
2024
Q2
$302K Sell
2024
Q1
$371K Sell
2023
Q4
$348K Hold
2023
Q3
$331K Hold
2023
Q2
$341K Hold
2023
Q1
$335K Hold
2022
Q4
$341K Buy
2022
Q3
$300K Hold
2022
Q2
$323K Hold
2022
Q1
$349K Buy
2021
Q4
$277K Buy