Mayflower Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,009
| Closed | -$368K | – | 364 |
|
|
2022
Q4 | $368K | Sell |
7,009
-2,854
| -29% | -$150K | 0.05% | 238 |
|
|
2022
Q3 | $465K | Sell |
9,863
-1,009
| -9% | -$47.6K | 0.07% | 198 |
|
|
2022
Q2 | $548K | Sell |
10,872
-681
| -6% | -$34.3K | 0.08% | 179 |
|
|
2022
Q1 | $704K | Buy |
11,553
+731
| +7% | +$44.5K | 0.09% | 155 |
|
|
2021
Q4 | $713K | Sell |
10,822
-3,183
| -23% | -$210K | 0.09% | 153 |
|
|
2021
Q3 | $891K | Buy |
14,005
+5,833
| +71% | +$371K | 0.12% | 120 |
|
|
2021
Q2 | $492K | Sell |
8,172
-540
| -6% | -$32.5K | 0.07% | 172 |
|
|
2021
Q1 | $480K | Buy |
+8,712
| New | +$480K | 0.07% | 164 |
|