Charter Research & Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,500
| Closed | -$284K | – | 88 |
|
|
2023
Q4 | $284K | Hold |
3,500
| – | – | 0.24% | 69 |
|
|
2023
Q3 | $239K | Hold |
3,500
| – | – | 0.22% | 68 |
|
|
2023
Q2 | $242K | Hold |
3,500
| – | – | 0.2% | 69 |
|
|
2023
Q1 | $213K | Buy |
+3,500
| New | +$213K | 0.19% | 74 |
|
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$241K | – | 82 |
|
|
2022
Q1 | $241K | Hold |
3,500
| – | – | 0.2% | 77 |
|
|
2021
Q4 | $278K | Hold |
3,500
| – | – | 0.22% | 72 |
|
|
2021
Q3 | $279K | Hold |
3,500
| – | – | 0.23% | 70 |
|
|
2021
Q2 | $273K | Hold |
3,500
| – | – | 0.23% | 71 |
|
|
2021
Q1 | $239K | Hold |
3,500
| – | – | 0.21% | 72 |
|
|
2020
Q4 | $248K | Hold |
3,500
| – | – | 0.24% | 72 |
|
|
2020
Q3 | $218K | Buy |
+3,500
| New | +$218K | 0.24% | 71 |
|