CWA
Clarus Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-655
| Closed | -$270K | – | 105 |
|
|
2021
Q2 | $270K | Sell |
655
-101
| -13% | -$41.6K | 0.17% | 83 |
|
|
2021
Q1 | $291K | Hold |
756
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $264K | Buy |
756
+100
| +15% | +$34.9K | 0.18% | 104 |
|
|
2020
Q3 | $203K | Buy |
+656
| New | +$203K | 0.16% | 118 |
|
|
2019
Q3 | – | Sell |
-553
| Closed | -$119K | – | 335 |
|
|
2019
Q2 | $119K | Hold |
553
| – | – | 0.09% | 170 |
|
|
2019
Q1 | $114K | Buy |
553
+1
| +0.2% | +$206 | 0.09% | 168 |
|
|
2018
Q4 | $95K | Buy |
552
+1
| +0.2% | +$172 | 0.15% | 173 |
|
|
2018
Q3 | $115K | Buy |
551
+100
| +22% | +$20.9K | 0.08% | 193 |
|
|
2018
Q2 | $81K | Buy |
+451
| New | +$81K | 0.06% | 218 |
|