Avitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $328K | Sell |
5,623
-309
| -5% | -$18K | 0.05% | 171 |
|
|
2024
Q3 | $351K | Sell |
5,932
-104
| -2% | -$6.16K | 0.05% | 177 |
|
|
2024
Q2 | $338K | Buy |
6,036
+43
| +0.7% | +$2.41K | 0.05% | 185 |
|
|
2024
Q1 | $351K | Sell |
5,993
-125
| -2% | -$7.32K | 0.05% | 189 |
|
|
2023
Q4 | $330K | Buy |
6,118
+66
| +1% | +$3.56K | 0.06% | 180 |
|
|
2023
Q3 | $294K | Buy |
6,052
+2
| +0% | +$97 | 0.06% | 187 |
|
|
2023
Q2 | $342K | Buy |
6,050
+57
| +1% | +$3.22K | 0.06% | 180 |
|
|
2023
Q1 | $324K | Buy |
5,993
+200
| +3% | +$10.8K | 0.06% | 183 |
|
|
2022
Q4 | $305K | Buy |
5,793
+347
| +6% | +$18.2K | 0.06% | 173 |
|
|
2022
Q3 | $257K | Buy |
5,446
+112
| +2% | +$5.29K | 0.06% | 168 |
|
|
2022
Q2 | $269K | Sell |
5,334
-2,342
| -31% | -$118K | 0.06% | 171 |
|
|
2022
Q1 | $468K | Buy |
7,676
+127
| +2% | +$7.74K | 0.08% | 164 |
|
|
2021
Q4 | $497K | Buy |
7,549
+1,448
| +24% | +$95.3K | 0.08% | 158 |
|
|
2021
Q3 | $383K | Sell |
6,101
-1
| -0% | -$63 | 0.07% | 176 |
|
|
2021
Q2 | $367K | Buy |
6,102
+60
| +1% | +$3.61K | 0.07% | 187 |
|
|
2021
Q1 | $333K | Buy |
6,042
+42
| +0.7% | +$2.32K | 0.07% | 196 |
|
|
2020
Q4 | $327K | Buy |
6,000
+1,272
| +27% | +$69.3K | 0.07% | 199 |
|
|
2020
Q3 | $236K | Buy |
4,728
+144
| +3% | +$7.19K | 0.07% | 177 |
|
|
2020
Q2 | $202K | Buy |
+4,584
| New | +$202K | 0.07% | 169 |
|
|
2020
Q1 | – | Sell |
-5,082
| Closed | -$224K | – | 150 |
|
|
2019
Q4 | $224K | Sell |
5,082
-12
| -0.2% | -$529 | 0.06% | 165 |
|
|
2019
Q3 | $210K | Sell |
5,094
-72
| -1% | -$2.97K | 0.06% | 165 |
|
|
2019
Q2 | $207K | Buy |
+5,166
| New | +$207K | 0.06% | 164 |
|