Beaumont Financial 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
Q3 | – | Sell |
-40,680
| Closed | -$1.8M | – | 314 |
|
|
2020
Q2 | $1.8M | Buy |
40,680
+21,594
| +113% | +$953K | 0.19% | 94 |
|
|
2020
Q1 | $717K | Sell |
19,086
-2,322
| -11% | -$87.2K | 0.09% | 119 |
|
|
2019
Q4 | $943K | Sell |
21,408
-16,398
| -43% | -$722K | 0.09% | 137 |
|
|
2019
Q3 | $1.56M | Buy |
+37,806
| New | +$1.56M | 0.16% | 101 |
|
|
2019
Q2 | – | Sell |
-44,310
| Closed | -$1.71M | – | 250 |
|
|
2019
Q1 | $1.71M | Sell |
44,310
-58,770
| -57% | -$2.27M | 0.18% | 88 |
|
|
2018
Q4 | $3.43M | Buy |
103,080
+858
| +0.8% | +$28.6K | 0.56% | 44 |
|
|
2018
Q3 | $3.88M | Buy |
102,222
+7,536
| +8% | +$286K | 0.39% | 59 |
|
|
2018
Q2 | $3.17M | Buy |
94,686
+44,244
| +88% | +$1.48M | 0.34% | 62 |
|
|
2018
Q1 | $1.56M | Sell |
50,442
-54,390
| -52% | -$1.68M | 0.17% | 83 |
|
|
2017
Q4 | $3.03M | Sell |
104,832
-2,208
| -2% | -$63.9K | 0.36% | 65 |
|
|
2017
Q3 | $2.98M | Buy |
107,040
+402
| +0.4% | +$11.2K | 0.37% | 64 |
|
|
2017
Q2 | $2.96M | Buy |
106,638
+49,776
| +88% | +$1.38M | 0.38% | 64 |
|
|
2017
Q1 | $1.44M | Buy |
+56,862
| New | +$1.44M | 0.2% | 88 |
|