Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $254K | Buy |
5,600
+565
| +11% | +$25.6K | 0.01% | 384 |
|
|
2020
Q2 | $217K | Buy |
+5,035
| New | +$217K | 0.02% | 403 |
|
|
2020
Q1 | – | Sell |
-5,015
| Closed | -$216K | – | 469 |
|
|
2019
Q4 | $216K | Buy |
+5,015
| New | +$216K | 0.01% | 453 |
|
|
2019
Q2 | – | Sell |
-5,015
| Closed | -$194K | – | 1249 |
|
|
2019
Q1 | $194K | Buy |
5,015
+890
| +22% | +$34.4K | 0.01% | 446 |
|
|
2018
Q4 | $149K | Buy |
4,125
+5
| +0.1% | +$181 | 0.01% | 479 |
|
|
2018
Q3 | $167K | Hold |
4,120
| – | – | 0.01% | 503 |
|
|
2018
Q2 | $147K | Hold |
4,120
| – | – | 0.01% | 559 |
|
|
2018
Q1 | $142K | Sell |
4,120
-670
| -14% | -$23.1K | 0.01% | 585 |
|
|
2017
Q4 | $167K | Buy |
4,790
+3,395
| +243% | +$118K | 0.02% | 550 |
|
|
2017
Q3 | $48K | Sell |
1,395
-1,005
| -42% | -$34.6K | 0.01% | 994 |
|
|
2017
Q2 | $80K | Hold |
2,400
| – | – | 0.01% | 777 |
|
|
2017
Q1 | $75K | Hold |
2,400
| – | – | 0.01% | 681 |
|
|
2016
Q4 | $69K | Buy |
2,400
+340
| +17% | +$9.78K | 0.01% | 682 |
|
|
2016
Q3 | $62K | Hold |
2,060
| – | – | 0.01% | 719 |
|
|
2016
Q2 | $61K | Hold |
2,060
| – | – | 0.01% | 682 |
|
|
2016
Q1 | $58K | Buy |
+2,060
| New | +$58K | 0.01% | 665 |
|