TCWP’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-26,313
| Closed | -$2.19M | – | 212 |
|
2023
Q1 | $2.19M | Buy |
26,313
+4,625
| +21% | +$386K | 0.42% | 72 |
|
2022
Q4 | $1.84M | Buy |
21,688
+643
| +3% | +$54.6K | 0.37% | 78 |
|
2022
Q3 | $1.59M | Buy |
21,045
+722
| +4% | +$54.4K | 0.34% | 85 |
|
2022
Q2 | $1.65M | Buy |
20,323
+1,476
| +8% | +$120K | 0.35% | 78 |
|
2022
Q1 | $1.65M | Sell |
18,847
-977
| -5% | -$85.6K | 0.3% | 84 |
|
2021
Q4 | $1.79M | Buy |
+19,824
| New | +$1.79M | 0.36% | 78 |
|