TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,286
| Closed | -$291K | – | 242 |
|
|
2021
Q1 | $291K | Sell |
5,286
-4,482
| -46% | -$247K | 0.05% | 178 |
|
|
2020
Q4 | $532K | Sell |
9,768
-5,190
| -35% | -$283K | 0.09% | 120 |
|
|
2020
Q3 | $747K | Sell |
14,958
-5,184
| -26% | -$259K | 0.13% | 94 |
|
|
2020
Q2 | $889K | Buy |
20,142
+18,120
| +896% | +$800K | 0.16% | 83 |
|
|
2020
Q1 | $75K | Hold |
2,022
| – | – | 0.02% | 243 |
|
|
2019
Q4 | $89K | Buy |
+2,022
| New | +$89K | 0.01% | 308 |
|
|
2019
Q3 | – | Sell |
-1,422
| Closed | -$57K | – | 463 |
|
|
2019
Q2 | $57K | Buy |
+1,422
| New | +$57K | 0.01% | 322 |
|
|
2018
Q4 | – | Sell |
-1,422
| Closed | -$53.9K | – | 566 |
|
|
2018
Q3 | $53.9K | Buy |
+1,422
| New | +$53.9K | 0.01% | 450 |
|
|
2016
Q4 | – | Sell |
-124,620
| Closed | -$2.94M | – | 151 |
|
|
2016
Q3 | $2.94M | Buy |
+124,620
| New | +$2.94M | 0.94% | 24 |
|