Clearview Wealth Advisors’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 |
-443
| Closed | -$25K | – | 359 |
|
|
2023
Q2 | $25K | Sell |
443
-108
| -20% | -$6.1K | 0.03% | 251 |
|
|
2023
Q1 | $29.8K | Buy |
551
+70
| +15% | +$3.78K | 0.03% | 230 |
|
|
2022
Q4 | $25.3K | Hold |
481
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $23K | Sell |
481
-84
| -15% | -$4.02K | 0.02% | 238 |
|
|
2022
Q2 | $29K | Hold |
565
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $34K | Sell |
565
-378
| -40% | -$22.7K | 0.02% | 239 |
|
|
2021
Q4 | $62K | Sell |
943
-6
| -0.6% | -$394 | 0.04% | 210 |
|
|
2021
Q3 | $60K | Sell |
949
-59
| -6% | -$3.73K | 0.04% | 220 |
|
|
2021
Q2 | $61K | Sell |
1,008
-16,320
| -94% | -$988K | 0.04% | 223 |
|
|
2021
Q1 | $954K | Sell |
17,328
-9,312
| -35% | -$513K | 0.62% | 38 |
|
|
2020
Q4 | $1.45M | Buy |
+26,640
| New | +$1.45M | 0.98% | 24 |
|