Comprehensive 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
2024 Q2	–	Sell	-8,638	Closed	-$506K	–	38
2024 Q1	$506K	Buy	8,638 +314	+4%	+$17.7K	0.39%	24
2023 Q4	$449K	Sell	8,324 -163	-2%	-$7.96K	0.41%	29
2023 Q3	$412K	Buy	8,487 +414	+5%	+$22K	0.39%	29
2023 Q2	$456K	Buy	8,073 +194	+2%	+$10.7K	0.39%	28
2023 Q1	$425K	Sell	7,879 -504	-6%	-$26.8K	0.35%	28
2022 Q4	$441K	Buy	8,383 +522	+7%	+$26.5K	0.41%	23
2022 Q3	$371K	Buy	7,861 +299	+4%	+$15.5K	0.37%	23
2022 Q2	$381K	Buy	7,562 +2,165	+40%	+$118K	0.33%	21
2022 Q1	$329K	Buy	5,397 +1,377	+34%	+$82.1K	0.34%	21
2021 Q4	$265K	Buy	4,020 +649	+19%	+$41.5K	0.19%	18
2021 Q3	$212K	Buy	+3,371	New	+$215K	0.2%	21