BWP
Baldwin Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15
| Closed | -$5.12K | – | 755 |
|
|
2023
Q3 | $5.12K | Hold |
15
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $5.19K | Hold |
15
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $4.57K | Sell |
15
-10
| -40% | -$3.05K | ﹤0.01% | 684 |
|
|
2022
Q4 | $6.4K | Buy |
+25
| New | +$6.4K | ﹤0.01% | 643 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$37K | – | 527 |
|
|
2018
Q2 | $37K | Hold |
200
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $34K | Hold |
200
| – | – | 0.01% | 334 |
|
|
2017
Q4 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 338 |
|