Financial Architects (New Jersey)’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
Q2 | $530K | Buy |
9,383
+279
| +3% | +$15.8K | 0.08% | 202 |
|
|
2023
Q1 | $491K | Sell |
9,104
-1,058
| -10% | -$57.1K | 0.08% | 206 |
|
|
2022
Q4 | $534K | Sell |
10,162
-4,619
| -31% | -$243K | 0.09% | 204 |
|
|
2022
Q3 | $697K | Buy |
+14,781
| New | +$697K | 0.12% | 163 |
|
|
2022
Q2 | – | Sell |
-23,802
| Closed | -$1.45M | – | 127 |
|
|
2022
Q1 | $1.45M | Sell |
23,802
-1,449
| -6% | -$88.3K | 0.21% | 110 |
|
|
2021
Q4 | $1.66M | Sell |
25,251
-1,315
| -5% | -$86.6K | 0.22% | 103 |
|
|
2021
Q3 | $1.67M | Buy |
26,566
+5,800
| +28% | +$364K | 0.24% | 100 |
|
|
2021
Q2 | $1.25M | Buy |
20,766
+1,446
| +7% | +$87K | 0.18% | 118 |
|
|
2021
Q1 | $1.06M | Sell |
19,320
-456
| -2% | -$25.1K | 0.17% | 124 |
|
|
2020
Q4 | $1.08M | Buy |
19,776
+2,580
| +15% | +$141K | 0.2% | 112 |
|
|
2020
Q3 | $859K | Buy |
17,196
+252
| +1% | +$12.6K | 0.19% | 110 |
|
|
2020
Q2 | $748K | Buy |
16,944
+8,400
| +98% | +$371K | 0.17% | 114 |
|
|
2020
Q1 | $321K | Buy |
8,544
+3,456
| +68% | +$130K | 0.09% | 163 |
|
|
2019
Q4 | $224K | Buy |
5,088
+4,038
| +385% | +$178K | 0.05% | 229 |
|
|
2019
Q3 | $43K | Buy |
1,050
+738
| +237% | +$30.2K | 0.01% | 459 |
|
|
2019
Q2 | $13K | Sell |
312
-3,408
| -92% | -$142K | ﹤0.01% | 723 |
|
|
2019
Q1 | $144K | Sell |
3,720
-474
| -11% | -$18.3K | 0.02% | 351 |
|
|
2018
Q4 | $139K | Buy |
4,194
+600
| +17% | +$19.9K | 0.03% | 310 |
|
|
2018
Q3 | $137K | Sell |
3,594
-600
| -14% | -$22.9K | 0.02% | 343 |
|
|
2018
Q2 | $140K | Hold |
4,194
| – | – | 0.03% | 338 |
|
|
2018
Q1 | $130K | Buy |
4,194
+600
| +17% | +$18.6K | 0.03% | 355 |
|
|
2017
Q4 | $104K | Buy |
+3,594
| New | +$104K | 0.02% | 424 |
|