B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,990
| Closed | -$210K | – | 410 |
|
|
2019
Q1 | $210K | Buy |
+4,990
| New | +$210K | 0.04% | 340 |
|
|
2015
Q3 | – | Sell |
-220
| Closed | -$4K | – | 432 |
|
|
2015
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 883 |
|
|
2015
Q1 | $4K | Hold |
220
| – | – | ﹤0.01% | 887 |
|
|
2014
Q4 | $4K | Hold |
220
| – | – | ﹤0.01% | 873 |
|
|
2014
Q3 | $3K | Sell |
220
-195
| -47% | -$2.66K | ﹤0.01% | 952 |
|
|
2014
Q2 | $7K | Hold |
415
| – | – | ﹤0.01% | 892 |
|
|
2014
Q1 | $7K | Buy |
+415
| New | +$7K | 0.01% | 832 |
|