Wealthspire Advisors (New York)’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,095
| Closed | -$273K | – | 561 |
|
2022
Q4 | $273K | Buy |
5,095
+5
| +0.1% | +$268 | 0.01% | 476 |
|
2022
Q3 | $260K | Buy |
5,090
+5
| +0.1% | +$255 | 0.01% | 437 |
|
2022
Q2 | $260K | Buy |
5,085
+500
| +11% | +$25.6K | 0.01% | 431 |
|
2022
Q1 | $259K | Buy |
4,585
+5
| +0.1% | +$282 | 0.01% | 375 |
|
2021
Q4 | $266K | Sell |
4,580
-495
| -10% | -$28.7K | 0.01% | 444 |
|
2021
Q3 | $260K | Buy |
5,075
+505
| +11% | +$25.9K | 0.01% | 485 |
|
2021
Q2 | $244K | Hold |
4,570
| – | – | 0.01% | 326 |
|
2021
Q1 | $230K | Buy |
+4,570
| New | +$230K | 0.01% | 633 |
|