CWM
Comprehensive Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,638
| Closed | -$506K | – | 38 |
|
|
2024
Q1 | $506K | Buy |
8,638
+314
| +4% | +$18.4K | 0.39% | 24 |
|
|
2023
Q4 | $449K | Sell |
8,324
-163
| -2% | -$8.8K | 0.41% | 29 |
|
|
2023
Q3 | $412K | Buy |
8,487
+414
| +5% | +$20.1K | 0.39% | 29 |
|
|
2023
Q2 | $456K | Buy |
8,073
+194
| +2% | +$11K | 0.39% | 28 |
|
|
2023
Q1 | $425K | Sell |
7,879
-504
| -6% | -$27.2K | 0.35% | 28 |
|
|
2022
Q4 | $441K | Buy |
8,383
+522
| +7% | +$27.4K | 0.41% | 23 |
|
|
2022
Q3 | $371K | Buy |
7,861
+299
| +4% | +$14.1K | 0.37% | 23 |
|
|
2022
Q2 | $381K | Buy |
7,562
+2,165
| +40% | +$109K | 0.33% | 21 |
|
|
2022
Q1 | $329K | Buy |
5,397
+1,377
| +34% | +$83.9K | 0.34% | 21 |
|
|
2021
Q4 | $265K | Buy |
4,020
+649
| +19% | +$42.7K | 0.19% | 18 |
|
|
2021
Q3 | $212K | Buy |
+3,371
| New | +$212K | 0.2% | 21 |
|