Howard Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,515	Closed	-$206K	–	101
2024 Q1	$206K	Sell	3,515 -605	-15%	-$34.2K	0.17%	99
2023 Q4	$222K	Sell	4,120 -1,180	-22%	-$57.6K	0.19%	93
2023 Q3	$257K	Sell	5,300 -310	-6%	-$16.5K	0.24%	82
2023 Q2	$317K	Hold	5,610	–	–	0.27%	72
2023 Q1	$303K	Buy	5,610 +80	+1%	+$4.26K	0.25%	83
2022 Q4	$291K	Buy	5,530 +190	+4%	+$9.64K	0.24%	85
2022 Q3	$251K	Buy	+5,340	New	+$277K	0.18%	98
2022 Q2	–	Sell	-5,265	Closed	-$320K	–	92
2022 Q1	$320K	Buy	5,265 +35	+0.7%	+$2.09K	0.17%	99
2021 Q4	$344K	Sell	5,230 -25	-0.5%	-$1.6K	0.18%	94
2021 Q3	$329K	Sell	5,255 -115	-2%	-$7.34K	0.18%	94
2021 Q2	$323K	Buy	5,370 +150	+3%	+$8.68K	0.18%	99
2021 Q1	$287K	Buy	5,220 +240	+5%	+$13.3K	0.17%	102
2020 Q4	$271K	Buy	4,980 +270	+6%	+$14.1K	0.17%	107
2020 Q3	$235K	Buy	+4,710	New	+$228K	0.17%	108
2020 Q1	–	Sell	-3,030	Closed	-$133K	–	284
2019 Q4	$133K	Buy	+3,030	New	+$127K	0.11%	122