WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5K | Sell |
160
-90
| -36% | -$2.81K | ﹤0.01% | 1281 |
|
|
2017
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 1125 |
|
|
2016
Q4 | $7K | Sell |
250
-100
| -29% | -$2.8K | ﹤0.01% | 1196 |
|
|
2016
Q3 | $11K | Sell |
350
-75
| -18% | -$2.36K | ﹤0.01% | 1095 |
|
|
2016
Q2 | $13K | Sell |
425
-65
| -13% | -$1.99K | ﹤0.01% | 1015 |
|
|
2016
Q1 | $14K | Sell |
490
-11,980
| -96% | -$342K | ﹤0.01% | 963 |
|
|
2015
Q4 | $374K | Buy |
12,470
+150
| +1% | +$4.5K | 0.11% | 195 |
|
|
2015
Q3 | $345K | Hold |
12,320
| – | – | 0.11% | 198 |
|
|
2015
Q2 | $391K | Buy |
12,320
+12,005
| +3,811% | +$381K | 0.11% | 205 |
|
|
2015
Q1 | $10K | Sell |
315
-1,270
| -80% | -$40.3K | ﹤0.01% | 1201 |
|
|
2014
Q4 | $46K | Sell |
1,585
-1,010
| -39% | -$29.3K | 0.01% | 917 |
|
|
2014
Q3 | $70K | Buy |
2,595
+145
| +6% | +$3.91K | 0.01% | 799 |
|
|
2014
Q2 | $63K | Sell |
2,450
-515
| -17% | -$13.2K | 0.01% | 825 |
|
|
2014
Q1 | $73K | Sell |
2,965
-229,920
| -99% | -$5.66M | 0.01% | 756 |
|
|
2013
Q4 | $5.43M | Buy |
232,885
+13,930
| +6% | +$325K | 0.77% | 21 |
|
|
2013
Q3 | $4.68M | Buy |
218,955
+212,865
| +3,495% | +$4.55M | 0.72% | 22 |
|
|
2013
Q2 | $122K | Buy |
+6,090
| New | +$122K | 0.02% | 594 |
|