Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
5,132
+685
| +15% | +$59.1K | ﹤0.01% | 2299 |
|
|
2025
Q1 | $406K | Sell |
4,447
-1,707
| -28% | -$156K | ﹤0.01% | 2181 |
|
|
2024
Q4 | $529K | Buy |
6,154
+880
| +17% | +$75.7K | ﹤0.01% | 1939 |
|
|
2024
Q3 | $518K | Buy |
5,274
+2,169
| +70% | +$213K | ﹤0.01% | 1803 |
|
|
2024
Q2 | $288K | Buy |
3,105
+339
| +12% | +$31.5K | ﹤0.01% | 2005 |
|
|
2024
Q1 | $258K | Sell |
2,766
-151
| -5% | -$14.1K | ﹤0.01% | 2016 |
|
|
2023
Q4 | $253K | Sell |
2,917
-221
| -7% | -$19.2K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $259K | Buy |
+3,138
| New | +$259K | ﹤0.01% | 1826 |
|