Kellett Wealth Advisors’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
2022
Q3
Sell
-4,046
Closed -$204K 56
2022
Q2
$204K Sell
4,046
-1,029
-20% -$51.9K 0.26% 55
2022
Q1
$309K Buy
5,075
+650
+15% +$39.6K 0.24% 44
2021
Q4
$291K Buy
+4,425
New +$291K 0.22% 50