Meridian Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,810
| Closed | -$232K | – | 205 |
|
2022
Q1 | $232K | Hold |
3,810
| – | – | 0.05% | 191 |
|
2021
Q4 | $251K | Hold |
3,810
| – | – | 0.06% | 177 |
|
2021
Q3 | $239K | Hold |
3,810
| – | – | 0.07% | 174 |
|
2021
Q2 | $229K | Hold |
3,810
| – | – | 0.06% | 182 |
|
2021
Q1 | $210K | Sell |
3,810
-150
| -4% | -$8.27K | 0.07% | 172 |
|
2020
Q4 | $216K | Buy |
+3,960
| New | +$216K | 0.08% | 163 |
|
2020
Q1 | – | Sell |
-5,046
| Closed | -$222K | – | 155 |
|
2019
Q4 | $222K | Hold |
5,046
| – | – | 0.09% | 145 |
|
2019
Q3 | $208K | Buy |
5,046
+60
| +1% | +$2.47K | 0.09% | 146 |
|
2019
Q2 | $200K | Buy |
+4,986
| New | +$200K | 0.14% | 123 |
|