Summit Place Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,270
| Closed | -$215K | – | 91 |
|
|
2022
Q2 | $215K | Sell |
4,270
-1,550
| -27% | -$78K | 0.18% | 98 |
|
|
2022
Q1 | $355K | Sell |
5,820
-725
| -11% | -$44.2K | 0.24% | 89 |
|
|
2021
Q4 | $431K | Sell |
6,545
-510
| -7% | -$33.6K | 0.3% | 80 |
|
|
2021
Q3 | $443K | Sell |
7,055
-325
| -4% | -$20.4K | 0.32% | 77 |
|
|
2021
Q2 | $444K | Buy |
7,380
+30
| +0.4% | +$1.81K | 0.33% | 79 |
|
|
2021
Q1 | $405K | Sell |
7,350
-6,750
| -48% | -$372K | 0.33% | 80 |
|
|
2020
Q4 | $769K | Sell |
14,100
-3,930
| -22% | -$214K | 0.67% | 55 |
|
|
2020
Q3 | $900K | Buy |
+18,030
| New | +$900K | 0.9% | 48 |
|