Carolina Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-490
| Closed | -$25K | – | 247 |
|
|
2022
Q3 | $25K | Hold |
490
| – | – | 0.02% | 119 |
|
|
2022
Q2 | $26K | Hold |
490
| – | – | 0.02% | 137 |
|
|
2022
Q1 | $34K | Hold |
490
| – | – | 0.02% | 137 |
|
|
2021
Q4 | $39K | Hold |
490
| – | – | 0.02% | 141 |
|
|
2021
Q3 | $39K | Hold |
490
| – | – | 0.03% | 138 |
|
|
2021
Q2 | $38K | Hold |
490
| – | – | 0.03% | 139 |
|
|
2021
Q1 | $33K | Hold |
490
| – | – | 0.02% | 149 |
|
|
2020
Q4 | $35K | Buy |
+490
| New | +$35K | 0.03% | 89 |
|