Advocacy Wealth Management Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-245
| Closed | -$13K | – | 138 |
|
|
2022
Q2 | $13K | Sell |
245
-85
| -26% | -$4.51K | ﹤0.01% | 93 |
|
|
2022
Q1 | $23K | Sell |
330
-1,185
| -78% | -$82.6K | ﹤0.01% | 84 |
|
|
2021
Q4 | $120K | Sell |
1,515
-450
| -23% | -$35.6K | 0.02% | 38 |
|
|
2021
Q3 | $157K | Sell |
1,965
-630
| -24% | -$50.3K | 0.03% | 34 |
|
|
2021
Q2 | $202K | Sell |
2,595
-96,425
| -97% | -$7.51M | 0.04% | 33 |
|
|
2021
Q1 | $6.91M | Sell |
99,020
-124,535
| -56% | -$8.7M | 1.38% | 12 |
|
|
2020
Q4 | $15.8M | Sell |
223,555
-4,975
| -2% | -$352K | 2.37% | 9 |
|
|
2020
Q3 | $14.5M | Buy |
228,530
+141,070
| +161% | +$8.95M | 2.33% | 8 |
|
|
2020
Q2 | $4.97M | Buy |
+87,460
| New | +$4.97M | 1.01% | 15 |
|