WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $201K | Sell |
3,440
-1,657
| -33% | -$96.7K | 0.06% | 154 |
|
|
2024
Q3 | $302K | Sell |
5,097
-114
| -2% | -$6.75K | 0.08% | 143 |
|
|
2024
Q2 | $292K | Hold |
5,211
| – | – | 0.09% | 132 |
|
|
2024
Q1 | $305K | Sell |
5,211
-663
| -11% | -$38.8K | 0.09% | 134 |
|
|
2023
Q4 | $317K | Sell |
5,874
-1,364
| -19% | -$73.6K | 0.12% | 139 |
|
|
2023
Q3 | $351K | Sell |
7,238
-34
| -0.5% | -$1.65K | 0.13% | 124 |
|
|
2023
Q2 | $411K | Sell |
7,272
-894
| -11% | -$50.5K | 0.16% | 107 |
|
|
2023
Q1 | $441K | Sell |
8,166
-165
| -2% | -$8.91K | 0.19% | 90 |
|
|
2022
Q4 | $438K | Sell |
8,331
-851
| -9% | -$44.7K | 0.27% | 65 |
|
|
2022
Q3 | $433K | Sell |
9,182
-1,218
| -12% | -$57.5K | 0.3% | 57 |
|
|
2022
Q2 | $525K | Sell |
10,400
-1,196
| -10% | -$60.3K | 0.35% | 50 |
|
|
2022
Q1 | $707K | Buy |
+11,596
| New | +$707K | 0.42% | 44 |
|