Wealthspire Advisors (Maryland)’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,040
| Closed | -$69K | – | 1208 |
|
|
2019
Q1 | $69K | Buy |
2,040
+40
| +2% | +$1.35K | 0.01% | 778 |
|
|
2018
Q4 | $66K | Hold |
2,000
| – | – | 0.01% | 747 |
|
|
2018
Q3 | $80K | Hold |
2,000
| – | – | 0.01% | 778 |
|
|
2018
Q2 | $70K | Sell |
2,000
-260
| -12% | -$9.1K | 0.01% | 842 |
|
|
2018
Q1 | $71K | Buy |
2,260
+300
| +15% | +$9.43K | 0.01% | 850 |
|
|
2017
Q4 | $62K | Hold |
1,960
| – | – | 0.01% | 921 |
|
|
2017
Q3 | $58K | Hold |
1,960
| – | – | 0.01% | 917 |
|
|
2017
Q2 | $58K | Hold |
1,960
| – | – | 0.01% | 894 |
|
|
2017
Q1 | $53K | Hold |
1,960
| – | – | 0.01% | 781 |
|
|
2016
Q4 | $49K | Buy |
1,960
+5
| +0.3% | +$125 | 0.01% | 772 |
|
|
2016
Q3 | $48K | Hold |
1,955
| – | – | 0.01% | 782 |
|
|
2016
Q2 | $50K | Hold |
1,955
| – | – | 0.01% | 732 |
|
|
2016
Q1 | $48K | Sell |
1,955
-5,215
| -73% | -$128K | 0.01% | 711 |
|
|
2015
Q4 | $178K | Buy |
+7,170
| New | +$178K | 0.03% | 391 |
|