Oak Family 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
2024
Q2
Sell
-37,331
Closed -$2.19M 124
2024
Q1
$2.19M Sell
37,331
-173
-0.5% -$10.1K 0.84% 38
2023
Q4
$2.02M Buy
+37,504
New +$2.02M 0.85% 40