Dopkins Wealth 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
Q4
Sell
-10,850
Closed -$543K 44
2022
Q3
$543K Hold
10,850
0.61% 19
2022
Q2
$585K Buy
10,850
+1,000
+10% +$53.9K 0.63% 17
2022
Q1
$680K Hold
9,850
0.74% 16
2021
Q4
$783K Buy
+9,850
New +$783K 0.77% 14