Total Clarity Wealth Management’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
Q3 | – | Sell |
-4,630
| Closed | -$261K | – | 227 |
|
2023
Q2 | $261K | Buy |
4,630
+378
| +9% | +$21.3K | 0.13% | 174 |
|
2023
Q1 | $230K | Buy |
4,252
+83
| +2% | +$4.48K | 0.12% | 156 |
|
2022
Q4 | $219K | Sell |
4,169
-756
| -15% | -$39.7K | 0.11% | 208 |
|
2022
Q3 | $232K | Sell |
4,925
-126
| -2% | -$5.94K | 0.15% | 186 |
|
2022
Q2 | $255K | Sell |
5,051
-909
| -15% | -$45.9K | 0.13% | 165 |
|
2022
Q1 | $363K | Sell |
5,960
-5,861
| -50% | -$357K | 0.2% | 137 |
|
2021
Q4 | $778K | Sell |
11,821
-172
| -1% | -$11.3K | 0.35% | 73 |
|
2021
Q3 | $753K | Buy |
11,993
+899
| +8% | +$56.4K | 0.36% | 71 |
|
2021
Q2 | $668K | Buy |
11,094
+1,716
| +18% | +$103K | 0.37% | 79 |
|
2021
Q1 | $516K | Buy |
9,378
+384
| +4% | +$21.1K | 0.3% | 84 |
|
2020
Q4 | $491K | Sell |
8,994
-78
| -0.9% | -$4.26K | 0.34% | 80 |
|
2020
Q3 | $453K | Sell |
9,072
-1,008
| -10% | -$50.3K | 0.4% | 77 |
|
2020
Q2 | $445K | Buy |
10,080
+240
| +2% | +$10.6K | 0.41% | 66 |
|
2020
Q1 | $370K | Buy |
9,840
+1,050
| +12% | +$39.5K | 0.57% | 57 |
|
2019
Q4 | $387K | Buy |
+8,790
| New | +$387K | 0.29% | 75 |
|