Williams Financial’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,942
| Closed | -$423K | – | 29 |
|
2022
Q1 | $423K | Buy |
6,942
+715
| +11% | +$43.6K | 0.32% | 27 |
|
2021
Q4 | $410K | Buy |
6,227
+1,282
| +26% | +$84.4K | 0.31% | 27 |
|
2021
Q3 | $310K | Buy |
4,945
+193
| +4% | +$12.1K | 0.27% | 27 |
|
2021
Q2 | $286K | Sell |
4,752
-7,692
| -62% | -$463K | 0.23% | 40 |
|
2021
Q1 | $685K | Sell |
12,444
-5,190
| -29% | -$286K | 0.59% | 22 |
|
2020
Q4 | $962K | Buy |
+17,634
| New | +$962K | 0.91% | 20 |
|