Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $168K | Buy |
3,192
+1,560
| +96% | +$82K | 0.02% | 351 |
|
|
2022
Q3 | $77K | Sell |
1,632
-168
| -9% | -$7.93K | 0.02% | 355 |
|
|
2022
Q2 | $90.8K | Sell |
1,800
-24
| -1% | -$1.21K | 0.03% | 347 |
|
|
2022
Q1 | $111K | Buy |
+1,824
| New | +$111K | 0.03% | 356 |
|
|
2021
Q3 | $252K | Sell |
4,022
-2,650
| -40% | -$166K | 0.09% | 176 |
|
|
2021
Q2 | $401K | Sell |
6,672
-5,106
| -43% | -$307K | 0.15% | 114 |
|
|
2021
Q1 | $648K | Buy |
+11,778
| New | +$648K | 0.37% | 63 |
|