Mattern 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
Q1 | – | Sell |
-4,668
| Closed | -$307K | – | 166 |
|
|
2021
Q4 | $307K | Sell |
4,668
-96
| -2% | -$6.31K | 0.09% | 142 |
|
|
2021
Q3 | $299K | Sell |
4,764
-23,820
| -83% | -$1.5M | 0.1% | 136 |
|
|
2021
Q2 | $289K | Buy |
28,584
+23,400
| +451% | +$237K | 0.09% | 143 |
|
|
2021
Q1 | $285K | Sell |
5,184
-24
| -0.5% | -$1.32K | 0.1% | 138 |
|
|
2020
Q4 | $284K | Sell |
5,208
-22,056
| -81% | -$1.2M | 0.11% | 134 |
|
|
2020
Q3 | $1.36M | Buy |
27,264
+1,854
| +7% | +$92.6K | 0.58% | 51 |
|
|
2020
Q2 | $1.12M | Buy |
+25,410
| New | +$1.12M | 0.54% | 59 |
|