Catamount Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $248K | Sell |
5,875
-275
| -4% | -$11.6K | 0.14% | 45 |
|
|
2018
Q4 | $236K | Sell |
6,150
-325
| -5% | -$12.5K | 0.16% | 36 |
|
|
2018
Q3 | $265K | Buy |
6,475
+6,325
| +4,217% | +$259K | 0.13% | 40 |
|
|
2018
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 156 |
|
|
2018
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 156 |
|
|
2017
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 158 |
|
|
2017
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 156 |
|
|
2017
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 145 |
|
|
2017
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 152 |
|
|
2016
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 149 |
|