WealthBridge Capital Management’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,990
| Closed | -$960K | – | 213 |
|
|
2022
Q3 | $960K | Hold |
24,990
| – | – | 0.41% | 51 |
|
|
2022
Q2 | $960K | Buy |
24,990
+97
| +0.4% | +$3.73K | 0.41% | 51 |
|
|
2022
Q1 | $1.09M | Sell |
24,893
-7,881
| -24% | -$344K | 0.41% | 55 |
|
|
2021
Q4 | $1.49M | Sell |
32,774
-22,089
| -40% | -$1.01M | 0.56% | 43 |
|
|
2021
Q3 | $2.3M | Sell |
54,863
-8,976
| -14% | -$376K | 0.86% | 28 |
|
|
2021
Q2 | $2.65M | Buy |
63,839
+4,740
| +8% | +$197K | 0.96% | 25 |
|
|
2021
Q1 | $2.29M | Buy |
59,099
+3,173
| +6% | +$123K | 0.93% | 26 |
|
|
2020
Q4 | $2.09M | Buy |
55,926
+9,264
| +20% | +$347K | 0.92% | 28 |
|
|
2020
Q3 | $1.57M | Buy |
46,662
+3,385
| +8% | +$114K | 0.81% | 31 |
|
|
2020
Q2 | $1.34M | Buy |
43,277
+16,823
| +64% | +$521K | 0.76% | 32 |
|
|
2020
Q1 | $708K | Buy |
+26,454
| New | +$708K | 0.49% | 50 |
|