WMWM
Whitaker-Myers Wealth Managers’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,813
| Closed | -$1.09M | – | 104 |
|
|
2023
Q4 | $1.09M | Sell |
3,813
-197
| -5% | -$56.4K | 0.54% | 33 |
|
|
2023
Q3 | $1.08M | Buy |
4,010
+930
| +30% | +$251K | 0.67% | 31 |
|
|
2023
Q2 | $863K | Buy |
3,080
+2
| +0.1% | +$561 | 0.58% | 35 |
|
|
2023
Q1 | $840K | Buy |
3,078
+493
| +19% | +$135K | 0.65% | 35 |
|
|
2022
Q4 | $733K | Buy |
+2,585
| New | +$733K | 0.7% | 35 |
|