Avidian Wealth Enterprises’s iShares US Medical Devices ETF IHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
3,372
+1
| +0% | +$63 | 0.01% | 518 |
|
|
2025
Q1 | $203K | Sell |
3,371
-200
| -6% | -$12K | 0.01% | 501 |
|
|
2024
Q4 | $208K | Buy |
3,571
+2
| +0.1% | +$117 | 0.01% | 480 |
|
|
2024
Q3 | $211K | Buy |
+3,569
| New | +$211K | 0.01% | 470 |
|
|
2024
Q2 | – | Sell |
-3,567
| Closed | -$209K | – | 502 |
|
|
2024
Q1 | $209K | Sell |
3,567
-149
| -4% | -$8.73K | 0.01% | 411 |
|
|
2023
Q4 | $201K | Buy |
+3,716
| New | +$201K | 0.01% | 402 |
|
|
2022
Q2 | – | Sell |
-3,448
| Closed | -$210K | – | 468 |
|
|
2022
Q1 | $210K | Buy |
+3,448
| New | +$210K | 0.01% | 449 |
|
|
2021
Q2 | – | Sell |
-7,146
| Closed | -$394K | – | 386 |
|
|
2021
Q1 | $394K | Sell |
7,146
-3,750
| -34% | -$207K | 0.03% | 243 |
|
|
2020
Q4 | $594K | Sell |
10,896
-168
| -2% | -$9.16K | 0.06% | 155 |
|
|
2020
Q3 | $552K | Buy |
11,064
+2,346
| +27% | +$117K | 0.06% | 145 |
|
|
2020
Q2 | $385K | Buy |
+8,718
| New | +$385K | 0.05% | 158 |
|