BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,180
| Closed | -$405K | – | 117 |
|
|
2023
Q2 | $405K | Hold |
7,180
| – | – | 0.19% | 88 |
|
|
2023
Q1 | $388K | Hold |
7,180
| – | – | 0.18% | 93 |
|
|
2022
Q4 | $377K | Hold |
7,180
| – | – | 0.18% | 92 |
|
|
2022
Q3 | $339K | Hold |
7,180
| – | – | 0.17% | 91 |
|
|
2022
Q2 | $362K | Hold |
7,180
| – | – | 0.17% | 91 |
|
|
2022
Q1 | $438K | Buy |
7,180
+2,050
| +40% | +$125K | 0.17% | 92 |
|
|
2021
Q4 | $338K | Hold |
5,130
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $322K | Hold |
5,130
| – | – | 0.14% | 96 |
|
|
2021
Q2 | $309K | Hold |
5,130
| – | – | 0.14% | 94 |
|
|
2021
Q1 | $282K | Hold |
5,130
| – | – | 0.14% | 92 |
|
|
2020
Q4 | $280K | Hold |
5,130
| – | – | 0.16% | 84 |
|
|
2020
Q3 | $256K | Buy |
+5,130
| New | +$256K | 0.16% | 81 |
|