Liberty Wealth Management’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
Q2 | – | Sell |
-4,532
| Closed | -$276K | – | 160 |
|
|
2022
Q1 | $276K | Buy |
+4,532
| New | +$276K | 0.1% | 118 |
|
|
2021
Q4 | – | Sell |
-6,227
| Closed | -$391K | – | 111 |
|
|
2021
Q3 | $391K | Sell |
6,227
-4,297
| -41% | -$270K | 0.14% | 93 |
|
|
2021
Q2 | $622K | Sell |
10,524
-24,942
| -70% | -$1.47M | 0.24% | 60 |
|
|
2021
Q1 | $1.98M | Hold |
35,466
| – | – | 0.97% | 22 |
|
|
2020
Q4 | $1.98M | Sell |
35,466
-8,460
| -19% | -$472K | 0.97% | 22 |
|
|
2020
Q3 | $2.19M | Buy |
43,926
+7,314
| +20% | +$365K | 1.29% | 18 |
|
|
2020
Q2 | $1.62M | Buy |
+36,612
| New | +$1.62M | 1.14% | 19 |
|