BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,182
| Closed | -$52K | – | 956 |
|
|
2020
Q2 | $52K | Hold |
1,182
| – | – | 0.01% | 349 |
|
|
2020
Q1 | $44K | Buy |
1,182
+708
| +149% | +$26.4K | 0.01% | 333 |
|
|
2019
Q4 | $21K | Hold |
474
| – | – | ﹤0.01% | 440 |
|
|
2019
Q3 | $20K | Sell |
474
-54
| -10% | -$2.28K | ﹤0.01% | 428 |
|
|
2019
Q2 | $21K | Hold |
528
| – | – | ﹤0.01% | 420 |
|
|
2019
Q1 | $20K | Sell |
528
-210
| -28% | -$7.96K | ﹤0.01% | 434 |
|
|
2018
Q4 | $25K | Buy |
738
+36
| +5% | +$1.22K | 0.01% | 371 |
|
|
2018
Q3 | $27K | Sell |
702
-60
| -8% | -$2.31K | 0.01% | 385 |
|
|
2018
Q2 | $25K | Buy |
+762
| New | +$25K | 0.01% | 404 |
|