Tanglewood Legacy Advisors’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
Q2 | – | Sell |
-1,277
| Closed | -$119K | – | 292 |
|
2024
Q1 | $119K | Hold |
1,277
| – | – | 0.06% | 108 |
|
2023
Q4 | $111K | Hold |
1,277
| – | – | 0.06% | 110 |
|
2023
Q3 | $105K | Hold |
1,277
| – | – | 0.06% | 111 |
|
2023
Q2 | $109K | Hold |
1,277
| – | – | 0.06% | 112 |
|
2023
Q1 | $106K | Hold |
1,277
| – | – | 0.07% | 104 |
|
2022
Q4 | $108K | Buy |
+1,277
| New | +$108K | 0.08% | 87 |
|