Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-603
| Closed | -$35.3K | – | 204 |
|
|
2024
Q1 | $35.3K | Hold |
603
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $32.5K | Hold |
603
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $29.2K | Buy |
+603
| New | +$29.2K | ﹤0.01% | 564 |
|
|
2023
Q1 | – | Sell |
-603
| Closed | -$31.7K | – | 1941 |
|
|
2022
Q4 | $31.7K | Hold |
603
| – | – | 0.01% | 538 |
|
|
2022
Q3 | $28K | Hold |
603
| – | – | 0.01% | 528 |
|
|
2022
Q2 | $30K | Hold |
603
| – | – | 0.01% | 508 |
|
|
2022
Q1 | $37K | Buy |
603
+453
| +302% | +$27.8K | 0.01% | 477 |
|
|
2021
Q4 | $10K | Sell |
150
-603
| -80% | -$40.2K | ﹤0.01% | 792 |
|
|
2021
Q3 | $47K | Sell |
753
-3
| -0.4% | -$187 | 0.01% | 378 |
|
|
2021
Q2 | $45K | Buy |
756
+6
| +0.8% | +$357 | 0.01% | 377 |
|
|
2021
Q1 | $41K | Buy |
750
+150
| +25% | +$8.2K | 0.01% | 361 |
|
|
2020
Q4 | $33K | Hold |
600
| – | – | 0.01% | 411 |
|
|
2020
Q3 | $30K | Hold |
600
| – | – | 0.01% | 375 |
|
|
2020
Q2 | $27K | Hold |
600
| – | – | 0.01% | 337 |
|
|
2020
Q1 | $23K | Hold |
600
| – | – | 0.01% | 323 |
|
|
2019
Q4 | $26K | Buy |
+600
| New | +$26K | 0.01% | 342 |
|