Tyler-Stone Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-563
| Closed | -$52.3K | – | 601 |
|
|
2024
Q2 | $52.3K | Hold |
563
| – | – | 0.02% | 355 |
|
|
2024
Q1 | $52.5K | Hold |
563
| – | – | 0.02% | 352 |
|
|
2023
Q4 | $48.8K | Hold |
563
| – | – | 0.02% | 354 |
|
|
2023
Q3 | $46K | Sell |
563
-30
| -5% | -$2.45K | 0.03% | 352 |
|
|
2023
Q2 | $50K | Buy |
+593
| New | +$50K | 0.03% | 340 |
|
|
2022
Q4 | $58K | Sell |
679
-58
| -8% | -$4.95K | 0.04% | 295 |
|
|
2022
Q3 | $56K | Hold |
737
| – | – | 0.04% | 282 |
|
|
2022
Q2 | $60K | Hold |
737
| – | – | 0.04% | 295 |
|
|
2022
Q1 | $65K | Hold |
737
| – | – | 0.04% | 303 |
|
|
2021
Q4 | $67K | Buy |
+737
| New | +$67K | 0.04% | 317 |
|