Campbell 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 |
-3,923
| Closed | -$221K | – | 78 |
|
|
2023
Q2 | $221K | Sell |
3,923
-466
| -11% | -$26.3K | 0.03% | 69 |
|
|
2023
Q1 | $237K | Sell |
4,389
-1,291
| -23% | -$69.7K | 0.03% | 60 |
|
|
2022
Q4 | $299K | Sell |
5,680
-68
| -1% | -$3.58K | 0.04% | 52 |
|
|
2022
Q3 | $271K | Buy |
5,748
+132
| +2% | +$6.22K | 0.04% | 55 |
|
|
2022
Q2 | $283K | Hold |
5,616
| – | – | 0.04% | 40 |
|
|
2022
Q1 | $342K | Sell |
5,616
-1,007
| -15% | -$61.3K | 0.04% | 43 |
|
|
2021
Q4 | $436K | Buy |
6,623
+1,325
| +25% | +$87.2K | 0.05% | 37 |
|
|
2021
Q3 | $333K | Hold |
5,298
| – | – | 0.04% | 42 |
|
|
2021
Q2 | $319K | Buy |
5,298
+360
| +7% | +$21.7K | 0.04% | 43 |
|
|
2021
Q1 | $272K | Buy |
4,938
+948
| +24% | +$52.2K | 0.04% | 49 |
|
|
2020
Q4 | $218K | Buy |
+3,990
| New | +$218K | 0.03% | 60 |
|
|
2020
Q3 | – | Sell |
-3,612
| Closed | -$159K | – | 192 |
|
|
2020
Q2 | $159K | Buy |
+3,612
| New | +$159K | 0.03% | 67 |
|