BFS
Bard Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,875
| Closed | -$737K | – | 262 |
|
|
2023
Q2 | $737K | Hold |
1,875
| – | – | 0.06% | 187 |
|
|
2023
Q1 | $636K | Hold |
1,875
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $525K | Hold |
1,875
| – | – | 0.04% | 203 |
|
|
2022
Q3 | $518K | Hold |
1,875
| – | – | 0.05% | 192 |
|
|
2022
Q2 | $552K | Hold |
1,875
| – | – | 0.05% | 190 |
|
|
2022
Q1 | $729K | Hold |
1,875
| – | – | 0.06% | 169 |
|
|
2021
Q4 | $823K | Hold |
1,875
| – | – | 0.07% | 164 |
|
|
2021
Q3 | $757K | Hold |
1,875
| – | – | 0.07% | 159 |
|
|
2021
Q2 | $757K | Hold |
1,875
| – | – | 0.07% | 163 |
|
|
2021
Q1 | $677K | Hold |
1,875
| – | – | 0.07% | 160 |
|
|
2020
Q4 | $656K | Buy |
+1,875
| New | +$656K | 0.07% | 164 |
|