Independent Family Office’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 |
-6,000
| Closed | -$352K | – | 72 |
|
2024
Q3 | $352K | Hold |
6,000
| – | – | 0.18% | 55 |
|
2024
Q2 | $332K | Hold |
6,000
| – | – | 0.19% | 52 |
|
2024
Q1 | $352K | Buy |
+6,000
| New | +$352K | 0.19% | 59 |
|
2023
Q4 | – | Sell |
-6,000
| Closed | -$291K | – | 74 |
|
2023
Q3 | $291K | Hold |
6,000
| – | – | 0.18% | 56 |
|
2023
Q2 | $339K | Hold |
6,000
| – | – | 0.21% | 50 |
|
2023
Q1 | $324K | Hold |
6,000
| – | – | 0.19% | 54 |
|
2022
Q4 | $315K | Hold |
6,000
| – | – | 0.19% | 56 |
|
2022
Q3 | $283K | Hold |
6,000
| – | – | 0.14% | 55 |
|
2022
Q2 | $303 | Hold |
6,000
| – | – | 0.15% | 55 |
|
2022
Q1 | $366K | Hold |
6,000
| – | – | 0.12% | 50 |
|
2021
Q4 | $395K | Hold |
6,000
| – | – | 0.15% | 39 |
|
2021
Q3 | $377K | Hold |
6,000
| – | – | 0.15% | 35 |
|
2021
Q2 | $361K | Hold |
6,000
| – | – | 0.14% | 39 |
|
2021
Q1 | $300K | Hold |
6,000
| – | – | 0.12% | 51 |
|
2020
Q4 | $327K | Hold |
6,000
| – | – | 0.14% | 49 |
|
2020
Q3 | $300K | Hold |
6,000
| – | – | 0.14% | 48 |
|
2020
Q2 | $265K | Hold |
6,000
| – | – | 0.14% | 52 |
|
2020
Q1 | $225K | Hold |
6,000
| – | – | 0.14% | 51 |
|
2019
Q4 | $264K | Buy |
+6,000
| New | +$264K | 0.17% | 41 |
|