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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,923
Closed -$221K 78
2023
Q2
$221K Sell
3,923
-466
-11% -$25.7K 0.03% 69
2023
Q1
$237K Sell
4,389
-1,291
-23% -$68.7K 0.03% 60
2022
Q4
$299K Sell
5,680
-68
-1% -$3.45K 0.04% 52
2022
Q3
$271K Buy
5,748
+132
+2% +$6.85K 0.04% 55
2022
Q2
$283K Hold
5,616
0.04% 40
2022
Q1
$342K Sell
5,616
-1,007
-15% -$60K 0.04% 43
2021
Q4
$436K Buy
6,623
+1,325
+25% +$84.8K 0.05% 37
2021
Q3
$333K Hold
5,298
0.04% 42
2021
Q2
$319K Buy
5,298
+360
+7% +$20.8K 0.04% 43
2021
Q1
$272K Buy
4,938
+948
+24% +$52.6K 0.04% 49
2020
Q4
$218K Buy
+3,990
New +$209K 0.03% 60
2020
Q3
Sell
-3,612
Closed -$159K 192
2020
Q2
$159K Buy
+3,612
New +$154K 0.03% 67

Other funds holding IHI