V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,336
| Closed | -$527K | – | 225 |
|
|
2023
Q2 | $527K | Buy |
9,336
+122
| +1% | +$6.89K | 0.09% | 195 |
|
|
2023
Q1 | $497K | Sell |
9,214
-590
| -6% | -$31.8K | 0.09% | 196 |
|
|
2022
Q4 | $515K | Sell |
9,804
-155
| -2% | -$8.15K | 0.11% | 186 |
|
|
2022
Q3 | $470K | Sell |
9,959
-6
| -0.1% | -$283 | 0.09% | 207 |
|
|
2022
Q2 | $503K | Buy |
9,965
+577
| +6% | +$29.1K | 0.09% | 218 |
|
|
2022
Q1 | $572K | Sell |
9,388
-726
| -7% | -$44.2K | 0.09% | 218 |
|
|
2021
Q4 | $666K | Sell |
10,114
-120
| -1% | -$7.9K | 0.1% | 203 |
|
|
2021
Q3 | $642K | Buy |
10,234
+1,588
| +18% | +$99.6K | 0.1% | 214 |
|
|
2021
Q2 | $519K | Sell |
8,646
-1,920
| -18% | -$115K | 0.08% | 268 |
|
|
2021
Q1 | $582K | Sell |
10,566
-432
| -4% | -$23.8K | 0.11% | 220 |
|
|
2020
Q4 | $600K | Buy |
10,998
+4,584
| +71% | +$250K | 0.12% | 183 |
|
|
2020
Q3 | $320K | Sell |
6,414
-4,938
| -43% | -$246K | 0.22% | 121 |
|
|
2020
Q2 | $501K | Buy |
11,352
+186
| +2% | +$8.21K | 0.13% | 183 |
|
|
2020
Q1 | $420K | Buy |
11,166
+3,114
| +39% | +$117K | 0.13% | 174 |
|
|
2019
Q4 | $332K | Hold |
8,052
| – | – | 0.12% | 187 |
|
|
2019
Q3 | $332K | Buy |
+8,052
| New | +$332K | 0.12% | 188 |
|