Beacon Bridge Wealth Partners’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
Q1 | – | Sell |
-3,737
| Closed | -$202K | – | 101 |
|
|
2023
Q4 | $202K | Sell |
3,737
-1,052
| -22% | -$56.8K | 0.1% | 106 |
|
|
2023
Q3 | $232K | Sell |
4,789
-946
| -16% | -$45.9K | 0.12% | 84 |
|
|
2023
Q2 | $324K | Sell |
5,735
-728
| -11% | -$41.1K | 0.17% | 59 |
|
|
2023
Q1 | $349K | Sell |
6,463
-1,440
| -18% | -$77.7K | 0.21% | 54 |
|
|
2022
Q4 | $415K | Buy |
+7,903
| New | +$415K | 0.3% | 41 |
|