Perigon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
5,379
+85
| +2% | +$5.32K | 0.01% | 804 |
|
|
2025
Q1 | $319K | Sell |
5,294
-503
| -9% | -$30.3K | 0.01% | 790 |
|
|
2024
Q4 | $357K | Buy |
5,797
+101
| +2% | +$6.22K | 0.01% | 753 |
|
|
2024
Q3 | $337K | Sell |
5,696
-256
| -4% | -$15.2K | 0.01% | 737 |
|
|
2024
Q2 | $334K | Buy |
5,952
+2
| +0% | +$112 | 0.01% | 652 |
|
|
2024
Q1 | $349K | Sell |
5,950
-1,239
| -17% | -$72.6K | 0.01% | 634 |
|
|
2023
Q4 | $388K | Sell |
7,189
-1,378
| -16% | -$74.4K | 0.01% | 573 |
|
|
2023
Q3 | $415K | Buy |
8,567
+214
| +3% | +$10.4K | 0.02% | 487 |
|
|
2023
Q2 | $472K | Buy |
8,353
+1,331
| +19% | +$75.1K | 0.02% | 467 |
|
|
2023
Q1 | $379K | Buy |
7,022
+3
| +0% | +$162 | 0.02% | 462 |
|
|
2022
Q4 | $369K | Sell |
7,019
-8,319
| -54% | -$437K | 0.02% | 467 |
|
|
2022
Q3 | $724K | Sell |
15,338
-2,559
| -14% | -$121K | 0.06% | 259 |
|
|
2022
Q2 | $903K | Buy |
17,897
+1,568
| +10% | +$79.1K | 0.08% | 219 |
|
|
2022
Q1 | $995K | Buy |
16,329
+4,448
| +37% | +$271K | 0.07% | 234 |
|
|
2021
Q4 | $782K | Buy |
11,881
+1,089
| +10% | +$71.7K | 0.06% | 257 |
|
|
2021
Q3 | $678K | Sell |
10,792
-15,062
| -58% | -$946K | 0.06% | 254 |
|
|
2021
Q2 | $1.56M | Buy |
25,854
+2,088
| +9% | +$126K | 0.14% | 135 |
|
|
2021
Q1 | $1.31M | Sell |
23,766
-2,310
| -9% | -$127K | 0.13% | 148 |
|
|
2020
Q4 | $1.42M | Buy |
26,076
+15,468
| +146% | +$844K | 0.17% | 106 |
|
|
2020
Q3 | $530K | Buy |
10,608
+4,182
| +65% | +$209K | 0.07% | 212 |
|
|
2020
Q2 | $284K | Buy |
+6,426
| New | +$284K | 0.05% | 275 |
|