Beam Wealth Advisors’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
2020
Q2
Sell
-8,736
Closed -$328K 145
2020
Q1
$328K Sell
8,736
-21,150
-71% -$794K 0.32% 96
2019
Q4
$1.32M Buy
+29,886
New +$1.32M 1.23% 19