Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,750
| Closed | -$100K | – | 804 |
|
|
2023
Q4 | $100K | Hold |
1,750
| – | – | 0.01% | 473 |
|
|
2023
Q3 | $95K | Sell |
1,750
-600
| -26% | -$32.6K | 0.01% | 451 |
|
|
2023
Q2 | $132K | Hold |
2,350
| – | – | 0.02% | 394 |
|
|
2023
Q1 | $128K | Hold |
2,350
| – | – | 0.02% | 371 |
|
|
2022
Q4 | $133K | Hold |
2,350
| – | – | 0.02% | 317 |
|
|
2022
Q3 | $119K | Hold |
2,350
| – | – | 0.02% | 333 |
|
|
2022
Q2 | $126K | Hold |
2,350
| – | – | 0.02% | 324 |
|
|
2022
Q1 | $136K | Hold |
2,350
| – | – | 0.02% | 347 |
|
|
2021
Q4 | $141K | Hold |
2,350
| – | – | 0.02% | 344 |
|
|
2021
Q3 | $130K | Hold |
2,350
| – | – | 0.02% | 327 |
|
|
2021
Q2 | $128K | Hold |
2,350
| – | – | 0.02% | 348 |
|
|
2021
Q1 | $119K | Hold |
2,350
| – | – | 0.02% | 301 |
|
|
2020
Q4 | $116K | Buy |
+2,350
| New | +$116K | 0.02% | 285 |
|