Beacon Financial Advisory’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
2021
Q2
Sell
-4,704
Closed -$259K 229
2021
Q1
$259K Sell
4,704
-714
-13% -$39.3K 0.15% 172
2020
Q4
$295K Sell
5,418
-426
-7% -$23.2K 0.19% 147
2020
Q3
$291K Buy
+5,844
New +$291K 0.25% 129