NIWA
New Insight Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,565
| Closed | -$270K | – | 95 |
|
|
2024
Q3 | $270K | Sell |
4,565
-4,364
| -49% | -$258K | 0.14% | 70 |
|
|
2024
Q2 | $500K | Sell |
8,929
-2,606
| -23% | -$146K | 0.29% | 43 |
|
|
2024
Q1 | $676K | Sell |
11,535
-110
| -0.9% | -$6.45K | 0.42% | 39 |
|
|
2023
Q4 | $628K | Buy |
+11,645
| New | +$628K | 0.42% | 38 |
|