BDWM
Brewin Dolphin Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $19.2M | Sell |
65,157
-324
| -0.5% | -$95.4K | 2.09% | 10 |
|
2022
Q1 | $25.4M | Buy |
65,481
+1,210
| +2% | +$470K | 2.85% | 9 |
|
2021
Q4 | $28.2M | Sell |
64,271
-3,960
| -6% | -$1.74M | 3.04% | 8 |
|
2021
Q3 | $27.5M | Buy |
68,231
+1,774
| +3% | +$716K | 3.14% | 8 |
|
2021
Q2 | $26.8M | Buy |
66,457
+2,079
| +3% | +$840K | 3.26% | 8 |
|
2021
Q1 | $23.2M | Buy |
64,378
+1,961
| +3% | +$708K | 3.55% | 7 |
|
2020
Q4 | $21.8M | Sell |
62,417
-952
| -2% | -$333K | 3.67% | 7 |
|
2020
Q3 | $19.6M | Buy |
63,369
+8,331
| +15% | +$2.57M | 3.62% | 7 |
|
2020
Q2 | $15.4M | Buy |
55,038
+54,988
| +109,976% | +$15.3M | 3.28% | 8 |
|
2020
Q1 | $10.6K | Buy |
+50
| New | +$10.6K | 0.01% | 170 |
|