Howard 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
Q2 | – | Sell |
-3,515
| Closed | -$206K | – | 101 |
|
|
2024
Q1 | $206K | Sell |
3,515
-605
| -15% | -$35.4K | 0.17% | 99 |
|
|
2023
Q4 | $222K | Sell |
4,120
-1,180
| -22% | -$63.7K | 0.19% | 93 |
|
|
2023
Q3 | $257K | Sell |
5,300
-310
| -6% | -$15K | 0.24% | 82 |
|
|
2023
Q2 | $317K | Hold |
5,610
| – | – | 0.27% | 72 |
|
|
2023
Q1 | $303K | Buy |
5,610
+80
| +1% | +$4.32K | 0.25% | 83 |
|
|
2022
Q4 | $291K | Buy |
5,530
+190
| +4% | +$9.99K | 0.24% | 85 |
|
|
2022
Q3 | $251K | Buy |
+5,340
| New | +$251K | 0.18% | 98 |
|
|
2022
Q2 | – | Sell |
-5,265
| Closed | -$320K | – | 92 |
|
|
2022
Q1 | $320K | Buy |
5,265
+35
| +0.7% | +$2.13K | 0.17% | 99 |
|
|
2021
Q4 | $344K | Sell |
5,230
-25
| -0.5% | -$1.64K | 0.18% | 94 |
|
|
2021
Q3 | $329K | Sell |
5,255
-115
| -2% | -$7.2K | 0.18% | 94 |
|
|
2021
Q2 | $323K | Buy |
5,370
+150
| +3% | +$9.02K | 0.18% | 99 |
|
|
2021
Q1 | $287K | Buy |
5,220
+240
| +5% | +$13.2K | 0.17% | 102 |
|
|
2020
Q4 | $271K | Buy |
4,980
+270
| +6% | +$14.7K | 0.17% | 107 |
|
|
2020
Q3 | $235K | Buy |
+4,710
| New | +$235K | 0.17% | 108 |
|
|
2020
Q1 | – | Sell |
-3,030
| Closed | -$133K | – | 284 |
|
|
2019
Q4 | $133K | Buy |
+3,030
| New | +$133K | 0.11% | 122 |
|