Goodwin Investment Advisory’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
Q1 | – | Sell |
-12
| Closed | -$648 | – | 59 |
|
2023
Q4 | $648 | Sell |
12
-944
| -99% | -$51K | ﹤0.01% | 69 |
|
2023
Q3 | $46.4K | Hold |
956
| – | – | 0.03% | 64 |
|
2023
Q2 | $54K | Sell |
956
-220
| -19% | -$12.4K | 0.03% | 62 |
|
2023
Q1 | $63.5K | Sell |
1,176
-13
| -1% | -$702 | 0.04% | 62 |
|
2022
Q4 | $62.5K | Sell |
1,189
-1,322
| -53% | -$69.5K | 0.04% | 76 |
|
2022
Q3 | $118K | Sell |
2,511
-67,485
| -96% | -$3.17M | 0.09% | 58 |
|
2022
Q2 | $3.53M | Buy |
69,996
+4,865
| +7% | +$245K | 2.72% | 8 |
|
2022
Q1 | $3.93M | Buy |
65,131
+8,146
| +14% | +$492K | 2.7% | 8 |
|
2021
Q4 | $3.73M | Buy |
56,985
+41,307
| +263% | +$2.71M | 2.79% | 8 |
|
2021
Q3 | $982K | Buy |
15,678
+3,978
| +34% | +$249K | 0.95% | 14 |
|
2021
Q2 | $702K | Sell |
11,700
-46,092
| -80% | -$2.77M | 0.76% | 13 |
|
2021
Q1 | $3.19M | Sell |
57,792
-22,272
| -28% | -$1.23M | 3.75% | 6 |
|
2020
Q4 | $4.38M | Buy |
+80,064
| New | +$4.38M | 5.36% | 4 |
|