WOSD
WFA of San Diego’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$14K | – | 411 |
|
|
2023
Q2 | $14K | Buy |
+50
| New | +$14K | 0.01% | 262 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$56.7K | – | 242 |
|
|
2022
Q4 | $56.7K | Buy |
+200
| New | +$56.7K | 0.04% | 183 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$108K | – | 238 |
|
|
2022
Q2 | $108K | Buy |
+400
| New | +$108K | 0.09% | 111 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$120K | – | 123 |
|
|
2021
Q4 | $120K | Hold |
400
| – | – | 0.07% | 155 |
|
|
2021
Q3 | $110K | Buy |
+400
| New | +$110K | 0.08% | 137 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$245 | – | 109 |
|
|
2020
Q4 | $245 | Buy |
+400
| New | +$245 | 0.07% | 35 |
|