Sandbox Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,221
| Closed | -$228K | – | 99 |
|
|
2023
Q4 | $228K | Sell |
4,221
-1,443
| -25% | -$77.9K | 0.11% | 80 |
|
|
2023
Q3 | $275K | Sell |
5,664
-504
| -8% | -$24.4K | 0.15% | 72 |
|
|
2023
Q2 | $348K | Buy |
6,168
+2,346
| +61% | +$132K | 0.18% | 68 |
|
|
2023
Q1 | $206K | Sell |
3,822
-55
| -1% | -$2.97K | 0.12% | 83 |
|
|
2022
Q4 | $204K | Sell |
3,877
-1,164
| -23% | -$61.2K | 0.14% | 80 |
|
|
2022
Q3 | $238K | Sell |
5,041
-717
| -12% | -$33.9K | 0.17% | 67 |
|
|
2022
Q2 | $290K | Buy |
5,758
+114
| +2% | +$5.74K | 0.21% | 63 |
|
|
2022
Q1 | $344K | Sell |
5,644
-1,252
| -18% | -$76.3K | 0.2% | 60 |
|
|
2021
Q4 | $454K | Sell |
6,896
-507
| -7% | -$33.4K | 0.28% | 43 |
|
|
2021
Q3 | $465K | Sell |
7,403
-691
| -9% | -$43.4K | 0.33% | 38 |
|
|
2021
Q2 | $487K | Buy |
+8,094
| New | +$487K | 0.36% | 37 |
|