WFG Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,576
| Closed | -$483K | – | 1893 |
|
|
2014
Q4 | $483K | Buy |
9,576
+219
| +2% | +$11K | 0.1% | 227 |
|
|
2014
Q3 | $438K | Sell |
9,357
-699
| -7% | -$32.7K | 0.08% | 280 |
|
|
2014
Q2 | $453K | Hold |
10,056
| – | – | 0.08% | 272 |
|
|
2014
Q1 | $425K | Hold |
10,056
| – | – | 0.09% | 269 |
|
|
2013
Q4 | $396K | Sell |
10,056
-1,605
| -14% | -$63.2K | 0.06% | 355 |
|
|
2013
Q3 | $414K | Buy |
+11,661
| New | +$414K | 0.06% | 318 |
|