Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-31,427	Closed	-$1.84M	–	201
2024 Q1	$1.84M	Buy	31,427 +744	+2%	+$42K	0.36%	62
2023 Q4	$1.7M	Buy	30,683 +183	+0.6%	+$8.94K	0.38%	64
2023 Q3	$1.48M	Buy	30,500 +427	+1%	+$22.7K	0.39%	66
2023 Q2	$1.7M	Sell	30,073 -161	-0.5%	-$8.87K	0.4%	63
2023 Q1	$1.63M	Buy	30,234 +873	+3%	+$46.5K	0.42%	59
2022 Q4	$1.54M	Buy	29,361 +919	+3%	+$46.6K	0.43%	59
2022 Q3	$1.34M	Buy	28,442 +2,127	+8%	+$110K	0.43%	59
2022 Q2	$1.33M	Buy	26,315 +1,684	+7%	+$91.8K	0.42%	66
2022 Q1	$1.5M	Buy	24,631 +1,558	+7%	+$92.9K	0.39%	64
2021 Q4	$1.52M	Buy	23,073 +3,212	+16%	+$206K	0.39%	63
2021 Q3	$1.25M	Buy	19,861 +1,039	+6%	+$66.3K	0.37%	69
2021 Q2	$1.13M	Buy	18,822 +1,704	+10%	+$98.5K	0.33%	83
2021 Q1	$942K	Buy	17,118 +774	+5%	+$42.9K	0.33%	79
2020 Q4	$891K	Buy	16,344 +1,674	+11%	+$87.5K	0.32%	81
2020 Q3	$733K	Sell	14,670 -858	-6%	-$41.5K	0.29%	94
2020 Q2	$685K	Buy	15,528 +1,464	+10%	+$62.6K	0.31%	97
2020 Q1	$528K	Buy	14,064 +4,248	+43%	+$179K	0.29%	101
2019 Q4	$433K	Buy	9,816 +3,804	+63%	+$160K	0.18%	151
2019 Q3	$248K	Buy	6,012 +258	+4%	+$10.6K	0.11%	229
2019 Q2	$231K	Buy	5,754 +264	+5%	+$9.99K	0.11%	254
2019 Q1	$212K	Buy	+5,490	New	+$199K	0.1%	263