Heirloom Wealth Management’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
Q4 | – | Sell |
-3,573
| Closed | -$212K | – | 45 |
|
|
2024
Q3 | $212K | Sell |
3,573
-3,544
| -50% | -$210K | 0.07% | 43 |
|
|
2024
Q2 | $399K | Sell |
7,117
-4,651
| -40% | -$261K | 0.13% | 33 |
|
|
2024
Q1 | $689K | Sell |
11,768
-3,192
| -21% | -$187K | 0.23% | 30 |
|
|
2023
Q4 | $807K | Sell |
14,960
-3,109
| -17% | -$168K | 0.31% | 29 |
|
|
2023
Q3 | $876K | Sell |
18,069
-175
| -1% | -$8.49K | 0.39% | 26 |
|
|
2023
Q2 | $1.03M | Sell |
18,244
-544
| -3% | -$30.7K | 0.45% | 25 |
|
|
2023
Q1 | $1.01M | Sell |
18,788
-781
| -4% | -$42.2K | 0.48% | 25 |
|
|
2022
Q4 | $1.03M | Buy |
+19,569
| New | +$1.03M | 0.64% | 24 |
|