Milestone Advisory Partners’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
Q3 | $1.59M | Buy |
32,791
+3,516
| +12% | +$171K | 1.32% | 23 |
|
|
2023
Q2 | $1.65M | Buy |
29,275
+1,638
| +6% | +$92.5K | 1.5% | 21 |
|
|
2023
Q1 | $1.49M | Buy |
27,637
+4,963
| +22% | +$268K | 1.38% | 21 |
|
|
2022
Q4 | $1.19M | Sell |
22,674
-949
| -4% | -$49.9K | 0.89% | 21 |
|
|
2022
Q3 | $1.12M | Buy |
23,623
+14,152
| +149% | +$668K | 0.84% | 24 |
|
|
2022
Q2 | $487K | Sell |
9,471
-1,800
| -16% | -$92.6K | 0.39% | 41 |
|
|
2022
Q1 | $687K | Sell |
11,271
-73,427
| -87% | -$4.48M | 0.37% | 41 |
|
|
2021
Q4 | $5.58M | Sell |
84,698
-1,514
| -2% | -$99.7K | 2.82% | 10 |
|
|
2021
Q3 | $5.41M | Sell |
86,212
-326
| -0.4% | -$20.5K | 3.18% | 10 |
|
|
2021
Q2 | $5.21M | Sell |
86,538
-11,340
| -12% | -$682K | 2.75% | 10 |
|
|
2021
Q1 | $5.39M | Sell |
97,878
-2,742
| -3% | -$151K | 2.88% | 12 |
|
|
2020
Q4 | $5.49M | Sell |
100,620
-10,902
| -10% | -$595K | 3.13% | 12 |
|
|
2020
Q3 | $5.57M | Sell |
111,522
-7,680
| -6% | -$384K | 3.47% | 9 |
|
|
2020
Q2 | $5.26M | Sell |
119,202
-6,540
| -5% | -$289K | 3.09% | 10 |
|
|
2020
Q1 | $4.72M | Sell |
125,742
-13,068
| -9% | -$491K | 3.28% | 8 |
|
|
2019
Q4 | $6.12M | Buy |
138,810
+2,094
| +2% | +$92.2K | 3.21% | 9 |
|
|
2019
Q3 | $5.63M | Buy |
136,716
+36,882
| +37% | +$1.52M | 3.17% | 9 |
|
|
2019
Q2 | $4.01M | Buy |
99,834
+9,378
| +10% | +$376K | 2.44% | 12 |
|
|
2019
Q1 | $3.49M | Buy |
90,456
+26,604
| +42% | +$1.03M | 2.25% | 11 |
|
|
2018
Q4 | $2.1M | Sell |
63,852
-38,922
| -38% | -$1.28M | 1.81% | 14 |
|
|
2018
Q3 | $3.9M | Buy |
102,774
+17,820
| +21% | +$676K | 2.76% | 14 |
|
|
2018
Q2 | $2.84M | Sell |
84,954
-2,100
| -2% | -$70.2K | 2.11% | 17 |
|
|
2018
Q1 | $2.68M | Buy |
87,054
+1,344
| +2% | +$41.4K | 2.01% | 16 |
|
|
2017
Q4 | $2.48M | Buy |
+85,710
| New | +$2.48M | 1.86% | 19 |
|