LWP
Legacy Wealth Planning’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $580K | Sell |
12,290
-700
| -5% | -$33K | 0.96% | 27 |
|
|
2022
Q2 | $655K | Hold |
12,990
| – | – | 0.94% | 28 |
|
|
2022
Q1 | $792K | Buy |
12,990
+1,806
| +16% | +$110K | 0.93% | 27 |
|
|
2021
Q4 | $736K | Sell |
11,184
-300
| -3% | -$19.7K | 0.84% | 29 |
|
|
2021
Q3 | $721K | Buy |
11,484
+9,570
| +500% | +$601K | 0.81% | 31 |
|
|
2021
Q2 | $691K | Buy |
1,914
+25
| +1% | +$9.03K | 0.79% | 31 |
|
|
2021
Q1 | $624K | Buy |
1,889
+161
| +9% | +$53.2K | 0.8% | 31 |
|
|
2020
Q4 | $566K | Hold |
1,728
| – | – | 0.73% | 30 |
|
|
2020
Q3 | $518K | Sell |
1,728
-29
| -2% | -$8.69K | 0.59% | 34 |
|
|
2020
Q2 | $465K | Buy |
1,757
+121
| +7% | +$32K | 0.55% | 34 |
|
|
2020
Q1 | $369K | Sell |
1,636
-53
| -3% | -$12K | 0.59% | 35 |
|
|
2019
Q4 | $446K | Buy |
+1,689
| New | +$446K | 0.51% | 38 |
|