Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-70
| Closed | -$4K | – | 488 |
|
|
2022
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 739 |
|
|
2022
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 750 |
|
|
2021
Q4 | $6K | Hold |
70
| – | – | ﹤0.01% | 673 |
|
|
2021
Q3 | $6K | Sell |
70
-50
| -42% | -$4.29K | ﹤0.01% | 643 |
|
|
2021
Q2 | $9K | Hold |
120
| – | – | ﹤0.01% | 582 |
|
|
2021
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 576 |
|
|
2020
Q4 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 540 |
|