Vivid Financial Management’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
Q4
$2.98M Buy
49,605
+2,110
+4% +$127K 1.11% 22
2021
Q3
$2.62M Buy
47,495
+1,425
+3% +$78.6K 1.07% 22
2021
Q2
$2.51M Buy
46,070
+2,045
+5% +$112K 1.03% 21
2021
Q1
$2.22M Buy
44,025
+420
+1% +$21.2K 1.02% 23
2020
Q4
$2.15M Sell
43,605
-2,260
-5% -$111K 1.04% 23
2020
Q3
$2.08M Buy
45,865
+480
+1% +$21.8K 1.28% 22
2020
Q2
$1.96M Buy
45,385
+5,910
+15% +$255K 1.22% 22
2020
Q1
$1.48M Buy
39,475
+2,500
+7% +$93.9K 1.94% 17
2019
Q4
$1.61M Buy
+36,975
New +$1.61M 1.72% 16