Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $28K | Hold |
500
| – | – | 0.75% | 32 |
|
|
2021
Q4 | $29K | Hold |
500
| – | – | 0.72% | 33 |
|
|
2021
Q3 | $26K | Sell |
500
-1,250
| -71% | -$65K | 0.72% | 34 |
|
|
2021
Q2 | $94K | Sell |
1,750
-20,690
| -92% | -$1.11M | 0.49% | 49 |
|
|
2021
Q1 | $1.13M | Sell |
22,440
-3,985
| -15% | -$201K | 0.11% | 158 |
|
|
2020
Q4 | $1.24M | Sell |
26,425
-63,435
| -71% | -$2.98M | 0.13% | 146 |
|
|
2020
Q3 | $3.67M | Buy |
89,860
+58,785
| +189% | +$2.4M | 0.41% | 56 |
|
|
2020
Q2 | $1.2M | Buy |
31,075
+4,700
| +18% | +$181K | 0.15% | 131 |
|
|
2020
Q1 | $879K | Buy |
26,375
+1,250
| +5% | +$41.7K | 0.13% | 139 |
|
|
2019
Q4 | $1.01M | Buy |
25,125
+250
| +1% | +$10K | 0.12% | 153 |
|
|
2019
Q3 | $878K | Buy |
24,875
+12,500
| +101% | +$441K | 0.11% | 154 |
|
|
2019
Q2 | $424K | Buy |
12,375
+6,250
| +102% | +$214K | 0.05% | 245 |
|
|
2019
Q1 | $206K | Hold |
6,125
| – | – | 0.03% | 324 |
|
|
2018
Q4 | $216K | Sell |
6,125
-10,500
| -63% | -$370K | 0.03% | 306 |
|
|
2018
Q3 | $665K | Sell |
16,625
-175
| -1% | -$7K | 0.08% | 210 |
|
|
2018
Q2 | $590K | Hold |
16,800
| – | – | 0.08% | 218 |
|
|
2018
Q1 | $531K | Sell |
16,800
-1,000
| -6% | -$31.6K | 0.07% | 226 |
|
|
2017
Q4 | $558K | Buy |
+17,800
| New | +$558K | 0.07% | 220 |
|