TAM
Townsend Asset Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-146
| Closed | -$40K | – | 209 |
|
|
2021
Q2 | $40K | Hold |
146
| – | – | 0.02% | 168 |
|
|
2021
Q1 | $37K | Hold |
146
| – | – | 0.02% | 157 |
|
|
2020
Q4 | $36K | Hold |
146
| – | – | 0.02% | 155 |
|
|
2020
Q3 | $33K | Hold |
146
| – | – | 0.03% | 152 |
|
|
2020
Q2 | $31K | Sell |
146
-23
| -14% | -$4.88K | 0.03% | 155 |
|
|
2020
Q1 | $32K | Buy |
169
+146
| +635% | +$27.6K | 0.03% | 142 |
|
|
2019
Q4 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 187 |
|