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BerganKDV Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

BerganKDV Wealth Management’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$29.8K 0.01% 333
2019
Q4 		$21K Hold
474
– – ﹤0.01% 440
2019
Q3 		$20K Sell
474
-54
-10% -$2.21K ﹤0.01% 428
2019
Q2 		$21K Hold
528
– – ﹤0.01% 420
2019
Q1 		$20K Sell
528
-210
-28% -$7.62K ﹤0.01% 434
2018
Q4 		$25K Buy
738
+36
+5% +$1.25K 0.01% 371
2018
Q3 		$27K Sell
702
-60
-8% -$2.13K 0.01% 385
2018
Q2 		$25K Buy
+762
New +$24.8K 0.01% 404

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CM
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