Appleton Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,792
| Closed | -$277K | – | 306 |
|
|
2021
Q4 | $277K | Sell |
3,792
-30
| -0.8% | -$2.19K | 0.02% | 271 |
|
|
2021
Q3 | $257K | Sell |
3,822
-90
| -2% | -$6.05K | 0.02% | 263 |
|
|
2021
Q2 | $263K | Sell |
3,912
-690
| -15% | -$46.4K | 0.02% | 263 |
|
|
2021
Q1 | $277K | Sell |
4,602
-180
| -4% | -$10.8K | 0.03% | 249 |
|
|
2020
Q4 | $279K | Hold |
4,782
| – | – | 0.03% | 237 |
|
|
2020
Q3 | $246K | Hold |
4,782
| – | – | 0.03% | 246 |
|
|
2020
Q2 | $222K | Buy |
+4,782
| New | +$222K | 0.03% | 240 |
|