Caldwell Sutter Capital’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 | $1.81M | Sell |
16,122
-780
| -5% | -$87.6K | 0.83% | 31 |
|
|
2025
Q1 | $1.53M | Hold |
16,902
| – | – | 0.73% | 35 |
|
|
2024
Q4 | $1.73M | Hold |
16,902
| – | – | 0.8% | 32 |
|
|
2024
Q3 | $1.62M | Hold |
16,902
| – | – | 0.76% | 36 |
|
|
2024
Q2 | $1.59M | Hold |
16,902
| – | – | 0.79% | 32 |
|
|
2024
Q1 | $1.46M | Sell |
16,902
-618
| -4% | -$53.3K | 0.7% | 38 |
|
|
2023
Q4 | $1.31M | Buy |
17,520
+2,856
| +19% | +$213K | 0.66% | 42 |
|
|
2023
Q3 | $934K | Hold |
14,664
| – | – | 0.52% | 55 |
|
|
2023
Q2 | $960K | Buy |
14,664
+14,064
| +2,344% | +$921K | 0.5% | 53 |
|
|
2023
Q1 | $33.9K | Buy |
+600
| New | +$33.9K | 0.02% | 286 |
|