TCI Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-940
| Closed | -$51.3K | – | 1217 |
|
|
2023
Q1 | $51.3K | Hold |
940
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $53.3K | Hold |
940
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $48K | Sell |
940
-125
| -12% | -$6.75K | 0.01% | 379 |
|
|
2022
Q2 | $57K | Buy |
1,065
+125
| +13% | +$6.86K | 0.01% | 340 |
|
|
2022
Q1 | $54K | Hold |
940
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $56K | Hold |
940
| – | – | 0.01% | 382 |
|
|
2021
Q3 | $52K | Hold |
940
| – | – | 0.01% | 404 |
|
|
2021
Q2 | $51K | Hold |
940
| – | – | 0.01% | 384 |
|
|
2021
Q1 | $47K | Sell |
940
-100
| -10% | -$5.03K | 0.02% | 364 |
|
|
2020
Q4 | $51K | Buy |
1,040
+100
| +11% | +$4.72K | 0.02% | 332 |
|
|
2020
Q3 | $43K | Hold |
940
| – | – | 0.02% | 336 |
|
|
2020
Q2 | $41K | Hold |
940
| – | – | 0.02% | 341 |
|
|
2020
Q1 | $35K | Hold |
940
| – | – | 0.02% | 358 |
|
|
2019
Q4 | $41K | Hold |
940
| – | – | 0.02% | 421 |
|
|
2019
Q3 | $36K | Buy |
+940
| New | +$36.2K | 0.02% | 386 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 361 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 397 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 380 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 384 |
|
|
2018
Q2 | – | Sell |
-940
| Closed | -$33.1K | – | 395 |
|
|
2018
Q1 | $32K | Buy |
+940
| New | +$33.8K | 0.01% | 395 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 400 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 388 |
|
|
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 |
|