TWA
TCI Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-188
| Closed | -$51.3K | – | 1217 |
|
|
2023
Q1 | $51.3K | Hold |
188
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $53.3K | Hold |
188
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $48K | Sell |
188
-25
| -12% | -$6.38K | 0.01% | 379 |
|
|
2022
Q2 | $57K | Buy |
213
+25
| +13% | +$6.69K | 0.01% | 339 |
|
|
2022
Q1 | $54K | Hold |
188
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $56K | Hold |
188
| – | – | 0.01% | 382 |
|
|
2021
Q3 | $52K | Hold |
188
| – | – | 0.01% | 389 |
|
|
2021
Q2 | $51K | Hold |
188
| – | – | 0.01% | 366 |
|
|
2021
Q1 | $47K | Sell |
188
-20
| -10% | -$5K | 0.02% | 346 |
|
|
2020
Q4 | $51K | Buy |
208
+20
| +11% | +$4.9K | 0.02% | 308 |
|
|
2020
Q3 | $43K | Hold |
188
| – | – | 0.02% | 319 |
|
|
2020
Q2 | $41K | Hold |
188
| – | – | 0.02% | 329 |
|
|
2020
Q1 | $35K | Hold |
188
| – | – | 0.02% | 348 |
|
|
2019
Q4 | $41K | Hold |
188
| – | – | 0.02% | 417 |
|
|
2019
Q3 | $36K | Buy |
+188
| New | +$36K | 0.02% | 382 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 357 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 391 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 372 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 374 |
|
|
2018
Q2 | – | Sell |
-188
| Closed | -$32K | – | 395 |
|
|
2018
Q1 | $32K | Buy |
+188
| New | +$32K | 0.01% | 392 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 400 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 387 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 390 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 383 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 430 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 385 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 377 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 392 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 384 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 361 |
|