Cypress Wealth Services’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 Q4	–	Sell	-3,417	Closed	-$202K	–	291
2024 Q3	$202K	Buy	+3,417	New	+$195K	0.04%	269
2024 Q2	–	Sell	-3,417	Closed	-$200K	–	266
2024 Q1	$200K	Sell	3,417 -2,064	-38%	-$117K	0.05%	250
2023 Q4	$296K	Sell	5,481 -204	-4%	-$9.96K	0.07%	190
2023 Q3	$276K	Sell	5,685 -223	-4%	-$11.9K	0.08%	191
2023 Q2	$334K	Sell	5,908 -1,241	-17%	-$68.4K	0.09%	174
2023 Q1	$386K	Sell	7,149 -1,381	-16%	-$73.5K	0.11%	154
2022 Q4	$448K	Buy	8,530 +64	+0.8%	+$3.25K	0.14%	135
2022 Q3	$411K	Sell	8,466 -4,474	-35%	-$232K	0.14%	131
2022 Q2	$653K	Sell	12,940 -2,342	-15%	-$128K	0.21%	92
2022 Q1	$932K	Sell	15,282 -14,341	-48%	-$855K	0.25%	72
2021 Q4	$1.95M	Sell	29,623 -6,789	-19%	-$435K	0.53%	50
2021 Q3	$2.29M	Sell	36,412 -7,676	-17%	-$490K	0.68%	40
2021 Q2	$2.65M	Sell	44,088 -26,790	-38%	-$1.55M	0.72%	37
2021 Q1	$3.9M	Sell	70,878 -9,324	-12%	-$517K	0.82%	33
2020 Q4	$4.38M	Buy	+80,202	New	+$4.19M	0.98%	31
2020 Q3	–	Sell	-72,756	Closed	-$3.52M	–	377
2020 Q2	$3.21M	Buy	+72,756	New	+$3.11M	0.76%	42