United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-91,879
| Closed | -$5.21M | – | 1352 |
|
|
2018
Q4 | $5.21M | Buy |
+91,879
| New | +$5.21M | 0.04% | 366 |
|
|
2015
Q4 | – | Sell |
-98,294
| Closed | -$4.84M | – | 1254 |
|
|
2015
Q3 | $4.84M | Sell |
98,294
-36,938
| -27% | -$1.82M | 0.06% | 326 |
|
|
2015
Q2 | $7.35M | Buy |
135,232
+39,836
| +42% | +$2.17M | 0.09% | 272 |
|
|
2015
Q1 | $5.14M | Buy |
95,396
+23,050
| +32% | +$1.24M | 0.06% | 326 |
|
|
2014
Q4 | $3.6M | Buy |
+72,346
| New | +$3.6M | 0.05% | 326 |
|