WealthSource Partners’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.33M | Sell |
23,270
-25,580
| -52% | -$1.46M | 0.09% | 166 |
|
|
2023
Q3 | $2.64M | Sell |
48,850
-2,400
| -5% | -$130K | 0.18% | 91 |
|
|
2023
Q2 | $2.87M | Buy |
51,250
+170
| +0.3% | +$9.53K | 0.19% | 80 |
|
|
2023
Q1 | $2.79M | Sell |
51,080
-3,525
| -6% | -$193K | 0.19% | 82 |
|
|
2022
Q4 | $3.1M | Buy |
54,605
+1,120
| +2% | +$63.6K | 0.22% | 80 |
|
|
2022
Q3 | $2.71M | Buy |
53,485
+48,215
| +915% | +$2.44M | 0.2% | 83 |
|
|
2022
Q2 | $283K | Buy |
5,270
+740
| +16% | +$39.7K | 0.02% | 409 |
|
|
2022
Q1 | $262K | Buy |
+4,530
| New | +$262K | 0.02% | 485 |
|
|
2016
Q3 | – | Sell |
-7,040
| Closed | -$209K | – | 281 |
|
|
2016
Q2 | $209K | Sell |
7,040
-1,580
| -18% | -$46.9K | 0.08% | 232 |
|
|
2016
Q1 | $242K | Buy |
+8,620
| New | +$242K | 0.1% | 191 |
|