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Samalin Investment Counsel’s iShares US Medical Devices ETF IHI Stock Holding History

Samalin Investment Counsel’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,680
Closed -$224K – 236
2022
Q1 		$224K Hold
3,680
– – 0.14% 213
2021
Q4 		$242K Buy
3,680
+5
+0.1% +$320 0.15% 204
2021
Q3 		$231K Buy
3,675
+3
+0.1% +$191 0.15% 207
2021
Q2 		$221K Sell
3,672
-534
-13% -$30.9K 0.14% 213
2021
Q1 		$231K Hold
4,206
– – 0.16% 197
2020
Q4 		$230K Hold
4,206
– – 0.17% 194
2020
Q3 		$210K Buy
+4,206
New +$204K 0.19% 167
2020
Q1 		– Sell
-3,870
Closed -$170K – 307
2019
Q4 		$170K Buy
+3,870
New +$163K 0.14% 166

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UBS Group
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Ameriprise
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Wells Fargo
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AssetMark Inc
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MIH
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return