WEPOG
Wealth Enhancement & Preservation of GA’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,107
| Closed | -$1.29M | – | 53 |
|
|
2022
Q3 | $1.29M | Buy |
5,107
+3,985
| +355% | +$1.01M | 2.07% | 15 |
|
|
2022
Q2 | $306K | Sell |
1,122
-629
| -36% | -$172K | 0.32% | 43 |
|
|
2022
Q1 | $506K | Buy |
1,751
+293
| +20% | +$84.7K | 0.39% | 42 |
|
|
2021
Q4 | $438K | Buy |
1,458
+141
| +11% | +$42.4K | 0.3% | 41 |
|
|
2021
Q3 | $363K | Buy |
1,317
+58
| +5% | +$16K | 0.28% | 43 |
|
|
2021
Q2 | $344K | Buy |
1,259
+57
| +5% | +$15.6K | 0.25% | 47 |
|
|
2021
Q1 | $309K | Sell |
1,202
-7
| -0.6% | -$1.8K | 0.24% | 50 |
|
|
2020
Q4 | $297K | Sell |
1,209
-1,093
| -47% | -$269K | 0.26% | 50 |
|
|
2020
Q3 | $481K | Buy |
2,302
+330
| +17% | +$69K | 0.5% | 48 |
|
|
2020
Q2 | $400K | Sell |
1,972
-1,678
| -46% | -$340K | 0.5% | 44 |
|
|
2020
Q1 | $675K | Buy |
+3,650
| New | +$675K | 0.64% | 24 |
|