MBE 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
Q3
Sell
-5,424
Closed -$274K 61
2022
Q2
$274K Sell
5,424
-594
-10% -$30K 0.19% 51
2022
Q1
$367K Sell
6,018
-696
-10% -$42.4K 0.22% 39
2021
Q4
$442K Sell
6,714
-1,009
-13% -$66.4K 0.23% 33
2021
Q3
$485K Sell
7,723
-1,691
-18% -$106K 0.25% 28
2021
Q2
$567K Sell
9,414
-70,890
-88% -$4.27M 0.29% 23
2021
Q1
$4.42M Sell
80,304
-2,328
-3% -$128K 2.4% 13
2020
Q4
$4.51M Buy
82,632
+5,430
+7% +$296K 3.05% 11
2020
Q3
$3.41M Buy
77,202
+150
+0.2% +$6.62K 2.86% 11
2020
Q2
$3.4M Buy
77,052
+76,980
+106,917% +$3.4M 2.86% 11
2020
Q1
$2K Buy
+72
New +$2K ﹤0.01% 454