SWM
Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.23M | Hold |
64,207
| – | – | 2.09% | 13 |
|
|
2021
Q3 | $4.03M | Buy |
64,207
+54,321
| +549% | +$3.41M | 2.1% | 13 |
|
|
2021
Q2 | $3.57M | Sell |
9,886
-1,227
| -11% | -$443K | 1.93% | 18 |
|
|
2021
Q1 | $3.67M | Hold |
11,113
| – | – | 2.2% | 15 |
|
|
2020
Q4 | $3.64M | Sell |
11,113
-368
| -3% | -$120K | 2.23% | 14 |
|
|
2020
Q3 | $3.44M | Buy |
+11,481
| New | +$3.44M | 2.57% | 12 |
|