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 |
|