Columbia Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,785
| Closed | -$910K | – | 65 |
|
|
2022
Q4 | $910K | Sell |
17,785
-2,785
| -14% | -$143K | 0.87% | 12 |
|
|
2022
Q3 | $1.03M | Sell |
20,570
-345
| -2% | -$17.3K | 1.25% | 13 |
|
|
2022
Q2 | $1.13M | Sell |
20,915
-3,165
| -13% | -$171K | 1.29% | 12 |
|
|
2022
Q1 | $1.66M | Sell |
24,080
-120
| -0.5% | -$8.28K | 1.67% | 11 |
|
|
2021
Q4 | $1.93M | Buy |
+24,200
| New | +$1.93M | 1.92% | 10 |
|