First National Bank of South Miami’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $381K | Hold |
5,820
| – | – | 0.31% | 69 |
|
|
2023
Q1 | $329K | Hold |
5,820
| – | – | 0.26% | 84 |
|
|
2022
Q4 | $272K | Sell |
5,820
-660
| -10% | -$30.8K | 0.2% | 100 |
|
|
2022
Q3 | $298K | Hold |
6,480
| – | – | 0.23% | 95 |
|
|
2022
Q2 | $318K | Hold |
6,480
| – | – | 0.22% | 96 |
|
|
2022
Q1 | $420K | Hold |
6,480
| – | – | 0.25% | 88 |
|
|
2021
Q4 | $474K | Hold |
6,480
| – | – | 0.29% | 81 |
|
|
2021
Q3 | $436K | Hold |
6,480
| – | – | 0.29% | 79 |
|
|
2021
Q2 | $436K | Hold |
6,480
| – | – | 0.3% | 79 |
|
|
2021
Q1 | $390K | Hold |
6,480
| – | – | 0.3% | 82 |
|
|
2020
Q4 | $377K | Hold |
6,480
| – | – | 0.32% | 76 |
|
|
2020
Q3 | $334K | Hold |
6,480
| – | – | 0.32% | 76 |
|
|
2020
Q2 | $302K | Hold |
6,480
| – | – | 0.33% | 78 |
|
|
2020
Q1 | $228K | Hold |
6,480
| – | – | 0.29% | 79 |
|
|
2019
Q4 | $262K | Sell |
6,480
-1,260
| -16% | -$50.9K | 0.26% | 86 |
|
|
2019
Q3 | $280K | Hold |
7,740
| – | – | 0.27% | 85 |
|
|
2019
Q2 | $288K | Buy |
7,740
+660
| +9% | +$24.6K | 0.27% | 84 |
|
|
2019
Q1 | $243K | Hold |
7,080
| – | – | 0.23% | 90 |
|
|
2018
Q4 | $224K | Buy |
+7,080
| New | +$224K | 0.22% | 95 |
|