One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-501
| Closed | -$26.3K | – | 389 |
|
|
2022
Q4 | $26.3K | Buy |
+501
| New | +$26.3K | 0.01% | 491 |
|
|
2022
Q3 | – | Sell |
-19,243
| Closed | -$971K | – | 187 |
|
|
2022
Q2 | $971K | Buy |
19,243
+9,120
| +90% | +$460K | 0.26% | 57 |
|
|
2022
Q1 | $617K | Sell |
10,123
-6,436
| -39% | -$392K | 0.15% | 76 |
|
|
2021
Q4 | $1.09M | Buy |
16,559
+5,245
| +46% | +$345K | 0.28% | 51 |
|
|
2021
Q3 | $710K | Buy |
11,314
+2,632
| +30% | +$165K | 0.21% | 64 |
|
|
2021
Q2 | $522K | Sell |
8,682
-12,966
| -60% | -$780K | 0.17% | 74 |
|
|
2021
Q1 | $1.19M | Buy |
21,648
+11,460
| +112% | +$631K | 0.46% | 26 |
|
|
2020
Q4 | $556K | Buy |
+10,188
| New | +$556K | 0.3% | 31 |
|