TCWP’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,835
| Closed | -$963K | – | 76 |
|
|
2023
Q3 | $963K | Sell |
17,835
-180
| -1% | -$9.72K | 0.73% | 42 |
|
|
2023
Q2 | $1.01M | Buy |
18,015
+40
| +0.2% | +$2.24K | 0.22% | 86 |
|
|
2023
Q1 | $982K | Buy |
17,975
+2,885
| +19% | +$158K | 0.19% | 102 |
|
|
2022
Q4 | $856K | Sell |
15,090
-2,300
| -13% | -$131K | 0.17% | 108 |
|
|
2022
Q3 | $879K | Sell |
17,390
-9,665
| -36% | -$489K | 0.19% | 104 |
|
|
2022
Q2 | $1.46M | Buy |
27,055
+1,595
| +6% | +$85.8K | 0.31% | 83 |
|
|
2022
Q1 | $1.47M | Buy |
25,460
+17,395
| +216% | +$1M | 0.27% | 87 |
|
|
2021
Q4 | $484K | Buy |
+8,065
| New | +$484K | 0.1% | 149 |
|