Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,815
| Closed | -$240K | – | 369 |
|
|
2024
Q1 | $240K | Hold |
2,815
| – | – | 0.02% | 320 |
|
|
2023
Q4 | $228K | Buy |
+2,815
| New | +$228K | 0.02% | 306 |
|
|
2022
Q2 | – | Sell |
-3,915
| Closed | -$270K | – | 334 |
|
|
2022
Q1 | $270K | Buy |
3,915
+750
| +24% | +$51.7K | 0.02% | 299 |
|
|
2021
Q4 | $252K | Hold |
3,165
| – | – | 0.02% | 307 |
|
|
2021
Q3 | $253K | Sell |
3,165
-100
| -3% | -$7.99K | 0.02% | 297 |
|
|
2021
Q2 | $255K | Hold |
3,265
| – | – | 0.02% | 320 |
|
|
2021
Q1 | $223K | Buy |
3,265
+60
| +2% | +$4.1K | 0.02% | 318 |
|
|
2020
Q4 | $227K | Sell |
3,205
-125
| -4% | -$8.85K | 0.02% | 308 |
|
|
2020
Q3 | $207K | Buy |
+3,330
| New | +$207K | 0.02% | 298 |
|