SFA
Source Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $207K | Sell |
3,487
-233
| -6% | -$13.8K | 0.06% | 116 |
|
|
2024
Q2 | $208K | Buy |
3,720
+18
| +0.5% | +$1.01K | 0.06% | 111 |
|
|
2024
Q1 | $217K | Sell |
3,702
-2,817
| -43% | -$165K | 0.07% | 113 |
|
|
2023
Q4 | $352K | Sell |
6,519
-210
| -3% | -$11.3K | 0.11% | 94 |
|
|
2023
Q3 | $326K | Buy |
6,729
+215
| +3% | +$10.4K | 0.11% | 96 |
|
|
2023
Q2 | $368K | Sell |
6,514
-11
| -0.2% | -$621 | 0.12% | 95 |
|
|
2023
Q1 | $352K | Sell |
6,525
-6,354
| -49% | -$343K | 0.12% | 93 |
|
|
2022
Q4 | $677K | Sell |
12,879
-171
| -1% | -$8.99K | 0.25% | 67 |
|
|
2022
Q3 | $616K | Sell |
13,050
-392
| -3% | -$18.5K | 0.24% | 65 |
|
|
2022
Q2 | $678K | Sell |
13,442
-555
| -4% | -$28K | 0.27% | 65 |
|
|
2022
Q1 | $853K | Sell |
13,997
-415
| -3% | -$25.3K | 0.25% | 60 |
|
|
2021
Q4 | $949K | Sell |
14,412
-383
| -3% | -$25.2K | 0.26% | 57 |
|
|
2021
Q3 | $929K | Buy |
14,795
+12,311
| +496% | +$773K | 0.24% | 52 |
|
|
2021
Q2 | $897K | Buy |
2,484
+105
| +4% | +$37.9K | 0.23% | 52 |
|
|
2021
Q1 | $786K | Sell |
2,379
-81
| -3% | -$26.8K | 0.21% | 56 |
|
|
2020
Q4 | $805K | Buy |
+2,460
| New | +$805K | 0.22% | 55 |
|