Great Diamond Partners’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
2021
Q1
Sell
-11,328
Closed -$617K 200
2020
Q4
$617K Buy
11,328
+1,410
+14% +$76.8K 0.2% 95
2020
Q3
$495K Buy
9,918
+2,112
+27% +$105K 0.18% 93
2020
Q2
$344K Buy
7,806
+528
+7% +$23.3K 0.14% 104
2020
Q1
$273K Sell
7,278
-210
-3% -$7.88K 0.14% 101
2019
Q4
$329K Buy
+7,488
New +$329K 0.13% 107