Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-108
| Closed | -$5K | – | 486 |
|
|
2022
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 702 |
|
|
2022
Q1 | $7K | Hold |
108
| – | – | ﹤0.01% | 695 |
|
|
2021
Q4 | $8K | Hold |
108
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $7K | Hold |
108
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $7K | Hold |
108
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $6K | Buy |
108
+30
| +38% | +$1.67K | ﹤0.01% | 606 |
|
|
2020
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 600 |
|