Summit Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-384,469
| Closed | -$7K | – | 166 |
|
|
2023
Q1 | $7K | Buy |
+384,469
| New | +$7K | 0.17% | 46 |
|
|
2021
Q4 | – | Sell |
-57,691
| Closed | -$3.62M | – | 37 |
|
|
2021
Q3 | $3.62M | Buy |
+57,691
| New | +$3.62M | 5.73% | 6 |
|
|
2021
Q1 | – | Sell |
-45,558
| Closed | -$2.49M | – | 198 |
|
|
2020
Q4 | $2.49M | Buy |
+45,558
| New | +$2.49M | 1.56% | 20 |
|