Cornerstone Planning Group’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
2024
Q4
Sell
-54
Closed -$5.38K 1451
2024
Q3
$5.38K Sell
54
-37
-41% -$3.69K ﹤0.01% 553
2024
Q2
$7.57K Hold
91
﹤0.01% 496
2024
Q1
$7.57K Buy
91
+1
+1% +$83 ﹤0.01% 453
2023
Q4
$6.72K Hold
90
﹤0.01% 492
2023
Q3
$5.73K Hold
90
﹤0.01% 509
2023
Q2
$5.89K Buy
+90
New +$5.89K ﹤0.01% 831
2022
Q4
$8.5K Buy
+174
New +$8.5K ﹤0.01% 697