W Advisors LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,995
| Closed | -$286K | – | 111 |
|
|
2023
Q4 | $286K | Sell |
4,995
-1,495
| -23% | -$85.6K | 0.21% | 87 |
|
|
2023
Q3 | $351K | Sell |
6,490
-2,390
| -27% | -$129K | 0.29% | 67 |
|
|
2023
Q2 | $498K | Sell |
8,880
-30
| -0.3% | -$1.68K | 0.39% | 60 |
|
|
2023
Q1 | $487K | Sell |
8,910
-1,995
| -18% | -$109K | 0.4% | 61 |
|
|
2022
Q4 | $619K | Buy |
10,905
+2,760
| +34% | +$157K | 0.52% | 46 |
|
|
2022
Q3 | $412K | Sell |
8,145
-3,860
| -32% | -$195K | 0.38% | 64 |
|
|
2022
Q2 | $646K | Buy |
+12,005
| New | +$646K | 0.56% | 44 |
|