Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,427
| Closed | -$1.84M | – | 201 |
|
|
2024
Q1 | $1.84M | Buy |
31,427
+744
| +2% | +$43.6K | 0.36% | 62 |
|
|
2023
Q4 | $1.7M | Buy |
30,683
+183
| +0.6% | +$10.1K | 0.38% | 64 |
|
|
2023
Q3 | $1.48M | Buy |
30,500
+427
| +1% | +$20.7K | 0.39% | 66 |
|
|
2023
Q2 | $1.7M | Sell |
30,073
-161
| -0.5% | -$9.09K | 0.4% | 63 |
|
|
2023
Q1 | $1.63M | Buy |
30,234
+873
| +3% | +$47.1K | 0.42% | 59 |
|
|
2022
Q4 | $1.54M | Buy |
29,361
+919
| +3% | +$48.3K | 0.43% | 59 |
|
|
2022
Q3 | $1.34M | Buy |
28,442
+2,127
| +8% | +$100K | 0.43% | 59 |
|
|
2022
Q2 | $1.33M | Buy |
26,315
+1,684
| +7% | +$84.9K | 0.42% | 66 |
|
|
2022
Q1 | $1.5M | Buy |
24,631
+1,558
| +7% | +$94.9K | 0.39% | 64 |
|
|
2021
Q4 | $1.52M | Buy |
23,073
+3,212
| +16% | +$211K | 0.39% | 63 |
|
|
2021
Q3 | $1.25M | Buy |
19,861
+1,039
| +6% | +$65.2K | 0.37% | 69 |
|
|
2021
Q2 | $1.13M | Buy |
18,822
+1,704
| +10% | +$102K | 0.33% | 83 |
|
|
2021
Q1 | $942K | Buy |
17,118
+774
| +5% | +$42.6K | 0.33% | 79 |
|
|
2020
Q4 | $891K | Buy |
16,344
+1,674
| +11% | +$91.3K | 0.32% | 81 |
|
|
2020
Q3 | $733K | Sell |
14,670
-858
| -6% | -$42.9K | 0.29% | 94 |
|
|
2020
Q2 | $685K | Buy |
15,528
+1,464
| +10% | +$64.6K | 0.31% | 97 |
|
|
2020
Q1 | $528K | Buy |
14,064
+4,248
| +43% | +$159K | 0.29% | 101 |
|
|
2019
Q4 | $433K | Buy |
9,816
+3,804
| +63% | +$168K | 0.18% | 151 |
|
|
2019
Q3 | $248K | Buy |
6,012
+258
| +4% | +$10.6K | 0.11% | 229 |
|
|
2019
Q2 | $231K | Buy |
5,754
+264
| +5% | +$10.6K | 0.11% | 254 |
|
|
2019
Q1 | $212K | Buy |
+5,490
| New | +$212K | 0.1% | 263 |
|