SWM
Selective Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$61K | – | 798 |
|
|
2022
Q2 | $61K | Sell |
1,200
-600
| -33% | -$30.5K | 0.02% | 288 |
|
|
2022
Q1 | $110K | Hold |
1,800
| – | – | 0.04% | 198 |
|
|
2021
Q4 | $119K | Hold |
1,800
| – | – | 0.05% | 180 |
|
|
2021
Q3 | $113K | Buy |
1,800
+1,700
| +1,700% | +$107K | 0.06% | 163 |
|
|
2021
Q2 | $36K | Buy |
+100
| New | +$36K | 0.03% | 218 |
|
|
2020
Q3 | – | Sell |
-33
| Closed | -$9K | – | 361 |
|
|
2020
Q2 | $9K | Buy |
+33
| New | +$9K | 0.01% | 242 |
|