PFA
Plotkin Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,503
| Closed | -$308K | – | 91 |
|
|
2024
Q2 | $308K | Sell |
5,503
-470
| -8% | -$26.3K | 0.2% | 67 |
|
|
2024
Q1 | $350K | Sell |
5,973
-2,326
| -28% | -$136K | 0.23% | 62 |
|
|
2023
Q4 | $448K | Sell |
8,299
-2,177
| -21% | -$117K | 0.34% | 49 |
|
|
2023
Q3 | $508K | Sell |
10,476
-221
| -2% | -$10.7K | 0.45% | 39 |
|
|
2023
Q2 | $604K | Sell |
10,697
-144
| -1% | -$8.13K | 0.5% | 35 |
|
|
2023
Q1 | $585K | Sell |
10,841
-581
| -5% | -$31.4K | 0.54% | 34 |
|
|
2022
Q4 | $600K | Sell |
11,422
-1,944
| -15% | -$102K | 0.61% | 29 |
|
|
2022
Q3 | $631K | Hold |
13,366
| – | – | 0.64% | 30 |
|
|
2022
Q2 | $674K | Buy |
13,366
+100
| +0.8% | +$5.04K | 0.64% | 29 |
|
|
2022
Q1 | $809K | Buy |
13,266
+325
| +3% | +$19.8K | 0.56% | 31 |
|
|
2021
Q4 | $852K | Buy |
12,941
+668
| +5% | +$44K | 0.54% | 32 |
|
|
2021
Q3 | $770K | Buy |
12,273
+10,460
| +577% | +$657K | 0.46% | 39 |
|
|
2021
Q2 | $655K | Buy |
+1,813
| New | +$655K | 0.36% | 51 |
|