CWM
Cedar Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-842
| Closed | -$211K | – | 322 |
|
|
2022
Q3 | $211K | Hold |
842
| – | – | 0.1% | 99 |
|
|
2022
Q2 | $227K | Sell |
842
-36
| -4% | -$9.71K | 0.1% | 102 |
|
|
2022
Q1 | $303K | Hold |
878
| – | – | 0.12% | 96 |
|
|
2021
Q4 | $349K | Hold |
878
| – | – | 0.14% | 99 |
|
|
2021
Q3 | $351K | Hold |
878
| – | – | 0.16% | 86 |
|
|
2021
Q2 | $343K | Hold |
878
| – | – | 0.15% | 84 |
|
|
2021
Q1 | $300K | Hold |
878
| – | – | 0.15% | 87 |
|
|
2020
Q4 | $311K | Hold |
878
| – | – | 0.17% | 80 |
|
|
2020
Q3 | $273K | Hold |
878
| – | – | 0.17% | 80 |
|
|
2020
Q2 | $250K | Hold |
878
| – | – | 0.17% | 76 |
|
|
2020
Q1 | $185K | Buy |
+878
| New | +$185K | 0.12% | 81 |
|