Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-250
| Closed | -$17.1K | – | 1186 |
|
|
2023
Q3 | $17.1K | Hold |
250
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q2 | $17.3K | Hold |
250
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q1 | $15.2K | Hold |
250
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q4 | $12.8K | Buy |
+250
| New | +$12.8K | ﹤0.01% | 1083 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$31K | – | 593 |
|
|
2020
Q3 | $31K | Buy |
+500
| New | +$31K | 0.01% | 572 |
|