Copperleaf Capital’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
2022
Q3
Sell
-15,672
Closed -$790K 71
2022
Q2
$790K Buy
15,672
+288
+2% +$14.5K 0.8% 39
2022
Q1
$938K Buy
15,384
+798
+5% +$48.7K 0.83% 36
2021
Q4
$961K Buy
14,586
+2,681
+23% +$177K 0.83% 41
2021
Q3
$747K Buy
11,905
+2,065
+21% +$130K 0.72% 40
2021
Q2
$592K Sell
9,840
-30
-0.3% -$1.81K 0.58% 46
2021
Q1
$543K Sell
9,870
-14,124
-59% -$777K 0.58% 44
2020
Q4
$1.31M Buy
+23,994
New +$1.31M 1.12% 27