Valeo Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,242
| Closed | -$74K | – | 1049 |
|
|
2021
Q1 | $74K | Hold |
1,242
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $74K | Hold |
1,242
| – | – | ﹤0.01% | 635 |
|
|
2020
Q3 | $68K | Hold |
1,242
| – | – | 0.01% | 549 |
|
|
2020
Q2 | $64K | Hold |
1,242
| – | – | 0.01% | 609 |
|
|
2020
Q1 | $60K | Sell |
1,242
-45
| -3% | -$2.17K | 0.01% | 527 |
|
|
2019
Q4 | $69K | Hold |
1,287
| – | – | 0.01% | 539 |
|
|
2019
Q3 | $60K | Buy |
1,287
+45
| +4% | +$2.1K | 0.01% | 541 |
|
|
2019
Q2 | $62K | Hold |
1,242
| – | – | 0.01% | 542 |
|
|
2019
Q1 | $64K | Hold |
1,242
| – | – | 0.01% | 506 |
|
|
2018
Q4 | $58K | Hold |
1,242
| – | – | 0.01% | 491 |
|
|
2018
Q3 | $63K | Hold |
1,242
| – | – | 0.01% | 501 |
|
|
2018
Q2 | $68K | Hold |
1,242
| – | – | 0.01% | 480 |
|
|
2018
Q1 | $61K | Hold |
1,242
| – | – | 0.01% | 453 |
|
|
2017
Q4 | $64K | Hold |
1,242
| – | – | 0.01% | 430 |
|
|
2017
Q3 | $65K | Buy |
+1,242
| New | +$65K | 0.01% | 359 |
|