WealthPLAN Partners’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 |
-4,350
| Closed | -$253K | – | 360 |
|
|
2021
Q1 | $253K | Buy |
4,350
+276
| +7% | +$16.1K | 0.02% | 288 |
|
|
2020
Q4 | $229K | Sell |
4,074
-2,184
| -35% | -$123K | 0.02% | 299 |
|
|
2020
Q3 | $332K | Buy |
6,258
+444
| +8% | +$23.6K | 0.03% | 236 |
|
|
2020
Q2 | $286K | Buy |
5,814
+732
| +14% | +$36K | 0.03% | 250 |
|
|
2020
Q1 | $218K | Buy |
+5,082
| New | +$218K | 0.03% | 225 |
|
|
2016
Q3 | $5.91K | Sell |
246
-246
| -50% | -$5.91K | ﹤0.01% | 686 |
|
|
2016
Q2 | $5.56K | Buy |
+492
| New | +$5.56K | ﹤0.01% | 1946 |
|