Journey Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,025
| Closed | -$292K | – | 250 |
|
|
2023
Q3 | $292K | Sell |
6,025
-1,520
| -20% | -$73.7K | 0.01% | 118 |
|
|
2023
Q2 | $426K | Sell |
7,545
-543
| -7% | -$30.7K | 0.02% | 97 |
|
|
2023
Q1 | $437K | Sell |
8,088
-1,037
| -11% | -$56K | 0.05% | 115 |
|
|
2022
Q4 | $480K | Sell |
9,125
-8,512
| -48% | -$447K | 0.06% | 100 |
|
|
2022
Q3 | $833K | Sell |
17,637
-2,297
| -12% | -$108K | 0.11% | 49 |
|
|
2022
Q2 | $1.01M | Buy |
+19,934
| New | +$1.01M | 0.13% | 40 |
|
|
2022
Q1 | – | Sell |
-4,092
| Closed | -$269K | – | 204 |
|
|
2021
Q4 | $269K | Buy |
+4,092
| New | +$269K | 0.03% | 137 |
|