Mount Yale Investment 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
2021
Q2
Sell
-13,584
Closed -$748K 431
2021
Q1
$748K Sell
13,584
-5,280
-28% -$291K 0.1% 218
2020
Q4
$1.03M Buy
18,864
+1,248
+7% +$68.1K 0.14% 165
2020
Q3
$880K Buy
17,616
+408
+2% +$20.4K 0.13% 163
2020
Q2
$759K Buy
+17,208
New +$759K 0.14% 161