Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,000
| Closed | -$200K | – | 117 |
|
|
2021
Q4 | $200K | Buy |
+5,000
| New | +$200K | 0.14% | 107 |
|
|
2021
Q3 | – | Sell |
-4,255
| Closed | -$232K | – | 117 |
|
|
2021
Q2 | $232K | Hold |
4,255
| – | – | 0.16% | 108 |
|
|
2021
Q1 | $214K | Sell |
4,255
-1,025
| -19% | -$51.6K | 0.16% | 115 |
|
|
2020
Q4 | $272K | Buy |
+5,280
| New | +$272K | 0.21% | 96 |
|