PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,500
| Closed | -$283K | – | 110 |
|
|
2021
Q3 | $283K | Buy |
+4,500
| New | +$283K | 0.14% | 74 |
|
|
2021
Q2 | – | Sell |
-6,000
| Closed | -$330K | – | 278 |
|
|
2021
Q1 | $330K | Hold |
6,000
| – | – | 0.16% | 64 |
|
|
2020
Q4 | $327K | Sell |
6,000
-600
| -9% | -$32.7K | 0.18% | 62 |
|
|
2020
Q3 | $330K | Hold |
6,600
| – | – | 0.24% | 56 |
|
|
2020
Q2 | $291K | Hold |
6,600
| – | – | 0.23% | 57 |
|
|
2020
Q1 | $248K | Hold |
6,600
| – | – | 0.3% | 51 |
|
|
2019
Q4 | $291K | Hold |
6,600
| – | – | 0.33% | 40 |
|
|
2019
Q3 | $272K | Hold |
6,600
| – | – | 0.33% | 39 |
|
|
2019
Q2 | $265K | Buy |
6,600
+1,800
| +38% | +$72.3K | 0.29% | 47 |
|
|
2019
Q1 | $185K | Hold |
4,800
| – | – | 0.17% | 55 |
|
|
2018
Q4 | $160K | Buy |
+4,800
| New | +$160K | 0.2% | 65 |
|