Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,272
| Closed | -$110K | – | 808 |
|
|
2024
Q1 | $110K | Hold |
1,272
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $95K | Hold |
1,272
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $81K | Hold |
1,272
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $83.3K | Hold |
1,272
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $71.9K | Hold |
1,272
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $59.4K | Hold |
1,272
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $59K | Hold |
1,272
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $62K | Hold |
1,272
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $82K | Hold |
1,272
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $93K | Hold |
1,272
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $86K | Hold |
1,272
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $86K | Hold |
1,272
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $77K | Hold |
1,272
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $74K | Hold |
1,272
| – | – | 0.01% | 277 |
|
|
2020
Q3 | $66K | Hold |
1,272
| – | – | 0.01% | 264 |
|
|
2020
Q2 | $59K | Hold |
1,272
| – | – | 0.01% | 270 |
|
|
2020
Q1 | $45K | Sell |
1,272
-1,200
| -49% | -$42.5K | 0.01% | 290 |
|
|
2019
Q4 | $100K | Hold |
2,472
| – | – | 0.01% | 240 |
|
|
2019
Q3 | $89K | Hold |
2,472
| – | – | 0.01% | 241 |
|
|
2019
Q2 | $89K | Hold |
2,472
| – | – | 0.01% | 252 |
|
|
2019
Q1 | $85K | Hold |
2,472
| – | – | 0.01% | 255 |
|
|
2018
Q4 | $71K | Hold |
2,472
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $86K | Buy |
+2,472
| New | +$86K | 0.01% | 265 |
|