Pennsylvania Capital Management’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
Q3
Sell
-5,470
Closed -$309K 93
2023
Q2
$309K Sell
5,470
-863
-14% -$48.7K 0.13% 72
2023
Q1
$342K Sell
6,333
-3,133
-33% -$169K 0.17% 65
2022
Q4
$512K Buy
+9,466
New +$512K 0.27% 55
2022
Q1
Sell
-3,051
Closed -$201K 97
2021
Q4
$201K Buy
+3,051
New +$201K 0.07% 106
2020
Q3
Sell
-21,858
Closed -$965K 87
2020
Q2
$965K Buy
+21,858
New +$965K 0.51% 42