WealthShield 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
Q4 | – | Sell |
-5,975
| Closed | -$324K | – | 494 |
|
|
2023
Q3 | $324K | Sell |
5,975
-135
| -2% | -$7.32K | 0.05% | 243 |
|
|
2023
Q2 | $342K | Buy |
6,110
+165
| +3% | +$9.25K | 0.05% | 241 |
|
|
2023
Q1 | $325K | Sell |
5,945
-725
| -11% | -$39.6K | 0.05% | 242 |
|
|
2022
Q4 | $378K | Buy |
6,670
+90
| +1% | +$5.11K | 0.07% | 223 |
|
|
2022
Q3 | $333K | Buy |
+6,580
| New | +$333K | 0.07% | 237 |
|