WR Wealth Planners’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
Q4 | $7.28K | Sell |
125
-80
| -39% | -$4.66K | ﹤0.01% | 634 |
|
|
2024
Q3 | $13.3K | Sell |
205
-10
| -5% | -$650 | ﹤0.01% | 583 |
|
|
2024
Q2 | $13.2K | Sell |
215
-5
| -2% | -$306 | ﹤0.01% | 533 |
|
|
2024
Q1 | $13.6K | Buy |
+220
| New | +$13.6K | ﹤0.01% | 531 |
|
|
2023
Q4 | – | Sell |
-850
| Closed | -$45.9K | – | 532 |
|
|
2023
Q3 | $45.9K | Buy |
850
+65
| +8% | +$3.51K | 0.02% | 327 |
|
|
2023
Q2 | $44K | Buy |
785
+180
| +30% | +$10.1K | 0.02% | 336 |
|
|
2023
Q1 | $33K | Buy |
605
+185
| +44% | +$10.1K | 0.01% | 375 |
|
|
2022
Q4 | $23.8K | Buy |
420
+115
| +38% | +$6.53K | 0.01% | 206 |
|
|
2022
Q3 | $15.4K | Buy |
+305
| New | +$15.4K | 0.01% | 224 |
|
|
2022
Q2 | – | Sell |
-165
| Closed | -$9.61K | – | 537 |
|
|
2022
Q1 | $9.61K | Buy |
+165
| New | +$9.61K | 0.01% | 303 |
|