TrueWealth Advisors’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 |
-4,425
| Closed | -$239K | – | 204 |
|
|
2023
Q3 | $239K | Sell |
4,425
-3,430
| -44% | -$185K | 0.1% | 160 |
|
|
2023
Q2 | $440K | Sell |
7,855
-21,140
| -73% | -$1.18M | 0.18% | 91 |
|
|
2023
Q1 | $1.58M | Sell |
28,995
-7,220
| -20% | -$394K | 0.66% | 34 |
|
|
2022
Q4 | $2.05M | Sell |
36,215
-3,095
| -8% | -$176K | 0.9% | 24 |
|
|
2022
Q3 | $1.99M | Sell |
39,310
-270
| -0.7% | -$13.7K | 0.94% | 21 |
|
|
2022
Q2 | $2.13M | Sell |
39,580
-8,460
| -18% | -$455K | 0.99% | 22 |
|
|
2022
Q1 | $2.89M | Hold |
48,040
| – | – | 1.3% | 18 |
|
|
2021
Q4 | $2.89M | Buy |
48,040
+510
| +1% | +$30.6K | 1.3% | 18 |
|
|
2021
Q3 | $2.62M | Sell |
47,530
-4,620
| -9% | -$255K | 1.48% | 17 |
|
|
2021
Q2 | $2.85M | Buy |
52,150
+5,645
| +12% | +$308K | 1.66% | 15 |
|
|
2021
Q1 | $2.45M | Buy |
46,505
+20,700
| +80% | +$1.09M | 1.59% | 15 |
|
|
2020
Q4 | $1.32M | Buy |
+25,805
| New | +$1.32M | 1.13% | 29 |
|