Plotkin Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$131K	0.23%	62
2023 Q4	$448K	Sell	8,299 -2,177	-21%	-$106K	0.34%	49
2023 Q3	$508K	Sell	10,476 -221	-2%	-$11.8K	0.45%	39
2023 Q2	$604K	Sell	10,697 -144	-1%	-$7.93K	0.5%	35
2023 Q1	$585K	Sell	10,841 -581	-5%	-$30.9K	0.54%	34
2022 Q4	$600K	Sell	11,422 -1,944	-15%	-$98.7K	0.61%	29
2022 Q3	$631K	Hold	13,366	–	–	0.64%	30
2022 Q2	$674K	Buy	13,366 +100	+0.8%	+$5.45K	0.64%	29
2022 Q1	$809K	Buy	13,266 +325	+3%	+$19.4K	0.56%	31
2021 Q4	$852K	Buy	12,941 +668	+5%	+$42.8K	0.54%	32
2021 Q3	$770K	Buy	12,273 +1,395	+13%	+$89K	0.46%	39
2021 Q2	$655K	Buy	+10,878	New	+$629K	0.36%	51