US Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,695
| Closed | -$439K | – | 106 |
|
|
2021
Q1 | $439K | Buy |
8,695
+3,115
| +56% | +$157K | 0.12% | 91 |
|
|
2020
Q4 | $275K | Buy |
+5,580
| New | +$275K | 0.08% | 101 |
|
|
2016
Q1 | – | Sell |
-7,215
| Closed | -$217K | – | 552 |
|
|
2015
Q4 | $217K | Buy |
7,215
+3,595
| +99% | +$108K | 0.21% | 62 |
|
|
2015
Q3 | $101K | Hold |
3,620
| – | – | 0.17% | 71 |
|
|
2015
Q2 | $115K | Sell |
3,620
-765
| -17% | -$24.3K | 0.11% | 64 |
|
|
2015
Q1 | $135K | Buy |
4,385
+2,000
| +84% | +$61.6K | 0.12% | 63 |
|
|
2014
Q4 | $69K | Buy |
+2,385
| New | +$69K | 0.06% | 91 |
|