United Capital Management of KS’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
Q1 | – | Sell |
-3,620
| Closed | -$205K | – | 86 |
|
|
2022
Q4 | $205K | Buy |
+3,620
| New | +$205K | 0.08% | 80 |
|
|
2022
Q3 | – | Sell |
-3,890
| Closed | -$209K | – | 88 |
|
|
2022
Q2 | $209K | Sell |
3,890
-100
| -3% | -$5.37K | 0.1% | 78 |
|
|
2022
Q1 | $230K | Sell |
3,990
-730
| -15% | -$42.1K | 0.09% | 87 |
|
|
2021
Q4 | $283K | Sell |
4,720
-625
| -12% | -$37.5K | 0.11% | 81 |
|
|
2021
Q3 | $295K | Sell |
5,345
-80
| -1% | -$4.42K | 0.12% | 81 |
|
|
2021
Q2 | $296K | Sell |
5,425
-515
| -9% | -$28.1K | 0.12% | 82 |
|
|
2021
Q1 | $300K | Sell |
5,940
-640
| -10% | -$32.3K | 0.14% | 81 |
|
|
2020
Q4 | $324K | Sell |
6,580
-1,300
| -16% | -$64K | 0.15% | 78 |
|
|
2020
Q3 | $358K | Sell |
7,880
-385
| -5% | -$17.5K | 0.19% | 73 |
|
|
2020
Q2 | $357K | Sell |
8,265
-710
| -8% | -$30.7K | 0.21% | 74 |
|
|
2020
Q1 | $337K | Sell |
8,975
-895
| -9% | -$33.6K | 0.28% | 62 |
|
|
2019
Q4 | $426K | Sell |
9,870
-1,045
| -10% | -$45.1K | 0.27% | 82 |
|
|
2019
Q3 | $411K | Buy |
10,915
+40
| +0.4% | +$1.51K | 0.3% | 78 |
|
|
2019
Q2 | $427K | Buy |
10,875
+50
| +0.5% | +$1.96K | 0.32% | 78 |
|
|
2019
Q1 | $398K | Sell |
10,825
-55
| -0.5% | -$2.02K | 0.31% | 78 |
|
|
2018
Q4 | $393K | Buy |
10,880
+460
| +4% | +$16.6K | 0.36% | 76 |
|
|
2018
Q3 | $416K | Buy |
+10,420
| New | +$416K | 0.33% | 76 |
|