TFA
Transamerica Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 342 |
|
|
2020
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 420 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | -$1K | – | 326 |
|
|
2019
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 476 |
|
|
2019
Q1 | – | Sell |
-9,445
| Closed | -$1.71M | – | 288 |
|
|
2018
Q4 | $1.71M | Buy |
9,445
+9,444
| +944,400% | +$1.71M | 0.44% | 59 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 446 |
|
|
2018
Q2 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 414 |
|
|
2018
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 392 |
|
|
2017
Q4 | $1K | Sell |
3
-14,200
| -100% | -$4.73M | ﹤0.01% | 372 |
|
|
2017
Q3 | $2.44M | Sell |
14,203
-1,465
| -9% | -$252K | 0.3% | 102 |
|
|
2017
Q2 | $2.61M | Buy |
15,668
+15,666
| +783,300% | +$2.6M | 0.35% | 86 |
|
|
2017
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 340 |
|
|
2016
Q4 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 377 |
|
|
2016
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 380 |
|
|
2016
Q2 | $1K | Sell |
1
-99
| -99% | -$99K | ﹤0.01% | 349 |
|
|
2016
Q1 | $15K | Sell |
100
-1
| -1% | -$150 | ﹤0.01% | 511 |
|
|
2015
Q4 | $16K | Sell |
101
-5
| -5% | -$792 | ﹤0.01% | 547 |
|
|
2015
Q3 | $15K | Sell |
106
-467,654
| -100% | -$66.2M | ﹤0.01% | 531 |
|
|
2015
Q2 | $74.2M | Buy |
467,760
+465,807
| +23,851% | +$73.9M | 5.32% | 3 |
|
|
2015
Q1 | $302K | Buy |
1,953
+1,589
| +437% | +$246K | 0.02% | 291 |
|
|
2014
Q4 | $53K | Sell |
364
-440,883
| -100% | -$64.2M | ﹤0.01% | 358 |
|
|
2014
Q3 | $59.3M | Buy |
441,247
+56,110
| +15% | +$7.54M | 5.36% | 7 |
|
|
2014
Q2 | $49.4M | Sell |
385,137
-144,900
| -27% | -$18.6M | 4.3% | 7 |
|
|
2014
Q1 | $65.2M | Buy |
530,037
+220,653
| +71% | +$27.1M | 6.48% | 5 |
|
|
2013
Q4 | $36M | Buy |
309,384
+66,686
| +27% | +$7.77M | 3.92% | 9 |
|
|
2013
Q3 | $26M | Buy |
+242,698
| New | +$26M | 3.37% | 9 |
|