Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,600
| Closed | -$81K | – | 1215 |
|
|
2021
Q1 | $81K | Buy |
+1,600
| New | +$81K | 0.01% | 727 |
|
|
2020
Q2 | – | Sell |
-1,635
| Closed | -$61K | – | 870 |
|
|
2020
Q1 | $61K | Buy |
1,635
+75
| +5% | +$2.8K | 0.01% | 470 |
|
|
2019
Q4 | $67K | Buy |
1,560
+255
| +20% | +$11K | 0.01% | 486 |
|
|
2019
Q3 | $49K | Sell |
1,305
-115
| -8% | -$4.32K | 0.01% | 536 |
|
|
2019
Q2 | $55K | Hold |
1,420
| – | – | 0.01% | 482 |
|
|
2019
Q1 | $55K | Sell |
1,420
-95
| -6% | -$3.68K | 0.01% | 441 |
|
|
2018
Q4 | $55K | Buy |
1,515
+5
| +0.3% | +$182 | 0.01% | 411 |
|
|
2018
Q3 | $61K | Buy |
1,510
+100
| +7% | +$4.04K | 0.01% | 425 |
|
|
2018
Q2 | $50K | Buy |
1,410
+205
| +17% | +$7.27K | 0.01% | 463 |
|
|
2018
Q1 | $42K | Hold |
1,205
| – | – | 0.01% | 433 |
|
|
2017
Q4 | $42K | Buy |
1,205
+120
| +11% | +$4.18K | 0.01% | 402 |
|
|
2017
Q3 | $37K | Buy |
+1,085
| New | +$37K | 0.01% | 348 |
|