Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
2,093
+902
| +76% | +$101K | 0.01% | 217 |
|
|
2025
Q1 | $108K | Sell |
1,191
-10
| -0.8% | -$907 | 0.01% | 298 |
|
|
2024
Q4 | $123K | Buy |
1,201
+15
| +1% | +$1.53K | 0.01% | 279 |
|
|
2024
Q3 | $114K | Sell |
1,186
-20
| -2% | -$1.92K | 0.01% | 293 |
|
|
2024
Q2 | $114K | Hold |
1,206
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $104K | Hold |
1,206
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $90.1K | Hold |
1,206
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $76.8K | Hold |
1,206
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $79K | Hold |
1,206
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $68.2K | Hold |
1,206
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $56.3K | Hold |
1,206
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $56K | Hold |
1,206
| – | – | ﹤0.01% | 280 |
|
|
2022
Q2 | $59K | Hold |
1,206
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $78K | Hold |
1,206
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $88K | Sell |
1,206
-204
| -14% | -$14.9K | 0.01% | 214 |
|
|
2021
Q3 | $95K | Hold |
1,410
| – | – | 0.01% | 190 |
|
|
2021
Q2 | $95K | Sell |
1,410
-30
| -2% | -$2.02K | 0.01% | 185 |
|
|
2021
Q1 | $87K | Hold |
1,440
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $83K | Hold |
1,440
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $74K | Hold |
1,440
| – | – | 0.02% | 168 |
|
|
2020
Q2 | $67K | Hold |
1,440
| – | – | 0.02% | 159 |
|
|
2020
Q1 | $51K | Hold |
1,440
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $58K | Hold |
1,440
| – | – | 0.02% | 167 |
|
|
2019
Q3 | $52K | Hold |
1,440
| – | – | 0.03% | 157 |
|
|
2019
Q2 | $51K | Hold |
1,440
| – | – | 0.03% | 146 |
|
|
2019
Q1 | $49K | Hold |
1,440
| – | – | 0.02% | 142 |
|
|
2018
Q4 | $41K | Hold |
1,440
| – | – | 0.02% | 156 |
|
|
2018
Q3 | $50K | Sell |
1,440
-24
| -2% | -$833 | 0.03% | 144 |
|
|
2018
Q2 | $47K | Hold |
1,464
| – | – | 0.03% | 151 |
|
|
2018
Q1 | $44K | Hold |
1,464
| – | – | 0.03% | 151 |
|
|
2017
Q4 | $41K | Hold |
1,464
| – | – | 0.03% | 152 |
|
|
2017
Q3 | $39K | Buy |
+1,464
| New | +$39K | 0.03% | 153 |
|