Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10.9K | Buy |
201
+1
| +0.5% | +$54 | ﹤0.01% | 702 |
|
|
2023
Q3 | $9.71K | Sell |
200
-240
| -55% | -$11.7K | ﹤0.01% | 588 |
|
|
2023
Q2 | $24.9K | Buy |
+440
| New | +$24.9K | ﹤0.01% | 432 |
|
|
2023
Q1 | – | Sell |
-180
| Closed | -$9K | – | 1055 |
|
|
2022
Q4 | $9K | Hold |
180
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 580 |
|
|
2022
Q2 | $9K | Sell |
180
-18
| -9% | -$900 | ﹤0.01% | 585 |
|
|
2022
Q1 | $12K | Buy |
198
+18
| +10% | +$1.09K | ﹤0.01% | 544 |
|
|
2021
Q4 | $12K | Buy |
+180
| New | +$12K | ﹤0.01% | 543 |
|
|
2021
Q3 | – | Sell |
-72
| Closed | -$4K | – | 864 |
|
|
2021
Q2 | $4K | Sell |
72
-1,962
| -96% | -$109K | ﹤0.01% | 580 |
|
|
2021
Q1 | $112K | Buy |
2,034
+1,074
| +112% | +$59.1K | 0.01% | 183 |
|
|
2020
Q4 | $52K | Buy |
960
+948
| +7,900% | +$51.4K | 0.01% | 243 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 587 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 604 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$2K | – | 638 |
|
|
2019
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 525 |
|