Bartlett & Co’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $34K | Hold |
450
| – | – | ﹤0.01% | 766 |
|
2023
Q3 | $29K | Hold |
450
| – | – | ﹤0.01% | 745 |
|
2023
Q2 | $29K | Hold |
450
| – | – | ﹤0.01% | 752 |
|
2023
Q1 | $25K | Hold |
450
| – | – | ﹤0.01% | 676 |
|
2022
Q4 | $21K | Hold |
450
| – | – | ﹤0.01% | 712 |
|
2022
Q3 | $21K | Hold |
450
| – | – | ﹤0.01% | 692 |
|
2022
Q2 | $22K | Hold |
450
| – | – | ﹤0.01% | 715 |
|
2022
Q1 | $29K | Buy |
+450
| New | +$29K | ﹤0.01% | 672 |
|
2021
Q4 | – | Sell |
-450
| Closed | -$30K | – | 626 |
|
2021
Q3 | $30K | Hold |
450
| – | – | ﹤0.01% | 579 |
|
2021
Q2 | $30K | Hold |
450
| – | – | ﹤0.01% | 583 |
|
2021
Q1 | $27K | Hold |
450
| – | – | ﹤0.01% | 633 |
|
2020
Q4 | $26K | Hold |
450
| – | – | ﹤0.01% | 632 |
|
2020
Q3 | $23K | Hold |
450
| – | – | ﹤0.01% | 599 |
|
2020
Q2 | $21K | Hold |
450
| – | – | ﹤0.01% | 604 |
|
2020
Q1 | $16K | Buy |
+450
| New | +$16K | ﹤0.01% | 605 |
|
2014
Q2 | – | Sell |
-600
| Closed | -$9K | – | 729 |
|
2014
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 614 |
|
2013
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 591 |
|
2013
Q3 | $8K | Hold |
600
| – | – | ﹤0.01% | 606 |
|
2013
Q2 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 624 |
|