BAM
Bruderman Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,007
| Closed | -$402K | – | 91 |
|
|
2020
Q1 | $402K | Sell |
2,007
-11,737
| -85% | -$2.35M | 0.16% | 70 |
|
|
2019
Q4 | $3.26M | Sell |
13,744
-2,083
| -13% | -$494K | 1.02% | 42 |
|
|
2019
Q3 | $3.48M | Sell |
15,827
-5,341
| -25% | -$1.17M | 0.88% | 44 |
|
|
2019
Q2 | $4.62M | Sell |
21,168
-2,415
| -10% | -$528K | 1.09% | 35 |
|
|
2019
Q1 | $4.97M | Buy |
23,583
+23,271
| +7,459% | +$4.91M | 1.09% | 34 |
|
|
2018
Q4 | $54K | Buy |
+312
| New | +$54K | 0.01% | 233 |
|
|
2016
Q1 | – | Sell |
-4,830
| Closed | -$501K | – | 396 |
|
|
2015
Q4 | $501K | Buy |
4,830
+4,665
| +2,827% | +$484K | 0.19% | 76 |
|
|
2015
Q3 | $16K | Buy |
+165
| New | +$16K | 0.01% | 297 |
|