Octavia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
3,472
| – | – | 0.02% | 210 |
|
|
2025
Q1 | $209K | Hold |
3,472
| – | – | 0.03% | 219 |
|
|
2024
Q4 | $203K | Hold |
3,472
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $206K | Buy |
+3,472
| New | +$206K | 0.03% | 213 |
|
|
2024
Q2 | – | Sell |
-3,472
| Closed | -$203K | – | 220 |
|
|
2024
Q1 | $203K | Buy |
+3,472
| New | +$203K | 0.03% | 210 |
|
|
2022
Q1 | – | Sell |
-4,084
| Closed | -$269K | – | 202 |
|
|
2021
Q4 | $269K | Buy |
4,084
+124
| +3% | +$8.17K | 0.06% | 160 |
|
|
2021
Q3 | $247K | Sell |
3,960
-324
| -8% | -$20.2K | 0.06% | 157 |
|
|
2021
Q2 | $258K | Sell |
4,284
-1,872
| -30% | -$113K | 0.07% | 147 |
|
|
2021
Q1 | $339K | Sell |
6,156
-14,022
| -69% | -$772K | 0.1% | 123 |
|
|
2020
Q4 | $1.1M | Buy |
+20,178
| New | +$1.1M | 0.36% | 58 |
|