Williams Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,025
| Closed | -$574K | – | 31 |
|
|
2023
Q4 | $574K | Buy |
10,025
+235
| +2% | +$13.5K | 0.42% | 24 |
|
|
2023
Q3 | $529K | Buy |
9,790
+525
| +6% | +$28.4K | 0.4% | 23 |
|
|
2023
Q2 | $519K | Sell |
9,265
-295
| -3% | -$16.5K | 0.39% | 22 |
|
|
2023
Q1 | $522K | Sell |
9,560
-68,855
| -88% | -$3.76M | 0.41% | 21 |
|
|
2022
Q4 | $4.45M | Buy |
78,415
+71,735
| +1,074% | +$4.07M | 3.86% | 11 |
|
|
2022
Q3 | $338K | Buy |
+6,680
| New | +$338K | 0.29% | 24 |
|