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Hobart Private Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Hobart Private Capital’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-181,847
Closed -$9.56M – 46
2022
Q4 		$9.56M Buy
181,847
+1,518
+0.8% +$77K 6.47% 3
2022
Q3 		$8.51M Buy
180,329
+195
+0.1% +$10.1K 6.11% 5
2022
Q2 		$9.09M Buy
180,134
+17,027
+10% +$928K 4.25% 7
2022
Q1 		$9.94M Buy
163,107
+38,063
+30% +$2.27M 3.83% 8
2021
Q4 		$8.23M Buy
+125,044
New +$8M 3.09% 11
2021
Q3 		– Sell
-44,358
Closed -$2.67M – 111
2021
Q2 		$2.67M Sell
44,358
-3,762
-8% -$218K 1.1% 16
2021
Q1 		$2.65M Sell
48,120
-25,224
-34% -$1.4M 1.08% 18
2020
Q4 		$4M Buy
73,344
+4,002
+6% +$209K 1.75% 12
2020
Q3 		$3.46M Buy
69,342
+11,838
+21% +$573K 1.79% 14
2020
Q2 		$2.54M Buy
+57,504
New +$2.46M 1.43% 17

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