Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1712 |
|
|
2020
Q3 | – | Sell |
-176
| Closed | -$12K | – | 1802 |
|
|
2020
Q2 | $12K | Buy |
176
+69
| +64% | +$4.71K | ﹤0.01% | 1161 |
|
|
2020
Q1 | $7K | Hold |
107
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q4 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 1185 |
|
|
2018
Q4 | – | Sell |
-72
| Closed | -$4K | – | 1597 |
|
|
2018
Q3 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 1262 |
|