Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-235
| Closed | -$12K | – | 1054 |
|
|
2022
Q4 | $12K | Hold |
235
| – | – | ﹤0.01% | 537 |
|
|
2022
Q3 | $12K | Hold |
235
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $13K | Hold |
235
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $16K | Hold |
235
| – | – | ﹤0.01% | 502 |
|
|
2021
Q4 | $19K | Buy |
+235
| New | +$19K | ﹤0.01% | 478 |
|
|
2019
Q3 | – | Hold |
0
| – | -$1K | – | 603 |
|
|
2019
Q2 | – | Sell |
-285
| Closed | -$12K | – | 568 |
|
|
2019
Q1 | $12K | Hold |
285
| – | – | ﹤0.01% | 361 |
|
|
2018
Q4 | $11K | Hold |
285
| – | – | ﹤0.01% | 362 |
|
|
2018
Q3 | $10K | Hold |
285
| – | – | ﹤0.01% | 376 |
|
|
2018
Q2 | $11K | Hold |
285
| – | – | ﹤0.01% | 360 |
|
|
2018
Q1 | $10K | Buy |
+285
| New | +$10K | ﹤0.01% | 362 |
|