LWA
Lineweaver Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,270
| Closed | -$260K | – | 142 |
|
|
2022
Q1 | $260K | Sell |
4,270
-277
| -6% | -$16.9K | 0.07% | 120 |
|
|
2021
Q4 | $299K | Sell |
4,547
-57
| -1% | -$3.75K | 0.09% | 108 |
|
|
2021
Q3 | $289K | Buy |
4,604
+3,790
| +466% | +$238K | 0.09% | 112 |
|
|
2021
Q2 | $293K | Sell |
814
-8,845
| -92% | -$3.18M | 0.1% | 101 |
|
|
2021
Q1 | $3.19M | Sell |
9,659
-3,943
| -29% | -$1.3M | 1.13% | 21 |
|
|
2020
Q4 | $4.45M | Sell |
13,602
-202
| -1% | -$66.1K | 1.75% | 21 |
|
|
2020
Q3 | $4.14M | Buy |
13,804
+128
| +0.9% | +$38.4K | 1.85% | 19 |
|
|
2020
Q2 | $3.62M | Buy |
+13,676
| New | +$3.62M | 1.84% | 19 |
|