Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,055
| Closed | -$211K | – | 230 |
|
|
2022
Q1 | $211K | Hold |
3,055
| – | – | 0.1% | 225 |
|
|
2021
Q4 | $243K | Hold |
3,055
| – | – | 0.11% | 209 |
|
|
2021
Q3 | $244K | Hold |
3,055
| – | – | 0.13% | 197 |
|
|
2021
Q2 | $238K | Hold |
3,055
| – | – | 0.13% | 196 |
|
|
2021
Q1 | $209K | Buy |
+3,055
| New | +$209K | 0.12% | 206 |
|