Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,935
| Closed | -$110K | – | 491 |
|
|
2020
Q2 | $110K | Buy |
1,935
+295
| +18% | +$16.8K | 0.03% | 311 |
|
|
2020
Q1 | $69K | Buy |
+1,640
| New | +$69K | 0.02% | 345 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1191 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$5K | – | 1329 |
|
|
2018
Q4 | $5K | Buy |
150
+95
| +173% | +$3.17K | ﹤0.01% | 1017 |
|
|
2018
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1186 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1326 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1391 |
|
|
2017
Q3 | – | Sell |
-175
| Closed | -$5K | – | 1418 |
|
|
2017
Q2 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 1168 |
|