WEC
Winslow Evans & Crocker’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-40
| Closed | -$8K | – | 1341 |
|
|
2018
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 815 |
|
|
2018
Q3 | $10K | Hold |
40
| – | – | ﹤0.01% | 795 |
|
|
2018
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 847 |
|
|
2018
Q1 | $6.91K | Hold |
40
| – | – | ﹤0.01% | 859 |
|
|
2017
Q4 | $6.97K | Hold |
40
| – | – | ﹤0.01% | 875 |
|
|
2017
Q3 | $6.88K | Sell |
40
-176
| -81% | -$30.3K | ﹤0.01% | 883 |
|
|
2017
Q2 | $35.9K | Hold |
216
| – | – | 0.01% | 629 |
|
|
2017
Q1 | $33.6K | Sell |
216
-268
| -55% | -$41.7K | 0.01% | 623 |
|
|
2016
Q4 | $69.6K | Hold |
484
| – | – | 0.02% | 459 |
|
|
2016
Q3 | $72.6K | Sell |
484
-20
| -4% | -$3K | 0.02% | 463 |
|
|
2016
Q2 | $74.6K | Buy |
504
+1
| +0.2% | +$148 | 0.02% | 435 |
|
|
2016
Q1 | $70.7K | Sell |
503
-1
| -0.2% | -$141 | 0.02% | 433 |
|
|
2015
Q4 | $75.5K | Hold |
504
| – | – | 0.02% | 449 |
|
|
2015
Q3 | $70.4K | Hold |
504
| – | – | 0.02% | 454 |
|
|
2015
Q2 | $79.8K | Sell |
504
-64
| -11% | -$10.1K | 0.02% | 464 |
|
|
2015
Q1 | $87.5K | Hold |
568
| – | – | 0.02% | 446 |
|
|
2014
Q4 | $81.7K | Sell |
568
-7,556
| -93% | -$1.09M | 0.02% | 452 |
|
|
2014
Q3 | $1.09M | Sell |
8,124
-57
| -0.7% | -$7.66K | 0.31% | 74 |
|
|
2014
Q2 | $1.05M | Sell |
8,181
-4,233
| -34% | -$543K | 0.35% | 76 |
|
|
2014
Q1 | $1.53M | Buy |
12,414
+3,507
| +39% | +$431K | 0.53% | 48 |
|
|
2013
Q4 | $1.04M | Buy |
+8,907
| New | +$1.04M | 0.35% | 63 |
|