WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-325
| Closed | -$18.2K | – | 728 |
|
|
2023
Q2 | $18.2K | Hold |
325
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $17.7K | Buy |
+325
| New | +$17.7K | ﹤0.01% | 752 |
|
|
2019
Q2 | – | Sell |
-5,720
| Closed | -$212K | – | 253 |
|
|
2019
Q1 | $212K | Hold |
5,720
| – | – | 0.03% | 239 |
|
|
2018
Q4 | $224K | Buy |
+5,720
| New | +$224K | 0.04% | 233 |
|
|
2016
Q3 | $32.2K | Sell |
1,075
-1,075
| -50% | -$32.2K | 0.01% | 404 |
|
|
2016
Q2 | $31.9K | Buy |
+2,150
| New | +$31.9K | ﹤0.01% | 1136 |
|
|
2015
Q4 | $23.3K | Buy |
+1,825
| New | +$23.3K | ﹤0.01% | 869 |
|