Freedom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,916
| Closed | -$360K | – | 694 |
|
|
2019
Q4 | $360K | Buy |
+8,916
| New | +$360K | 0.03% | 435 |
|
|
2017
Q1 | – | Sell |
-70,086
| Closed | -$1.45M | – | 1084 |
|
|
2016
Q4 | $1.45M | Buy |
70,086
+9,924
| +16% | +$205K | 0.09% | 158 |
|
|
2016
Q3 | $1.24M | Buy |
60,162
+43,500
| +261% | +$896K | 0.08% | 185 |
|
|
2016
Q2 | $305K | Sell |
16,662
-13,500
| -45% | -$247K | 0.02% | 577 |
|
|
2016
Q1 | $556K | Sell |
30,162
-42,588
| -59% | -$785K | 0.04% | 367 |
|
|
2015
Q4 | $1.34M | Sell |
72,750
-725,652
| -91% | -$13.4M | 0.1% | 152 |
|
|
2015
Q3 | $4.75M | Buy |
798,402
+755,514
| +1,762% | +$4.49M | 0.48% | 29 |
|
|
2015
Q2 | $741K | Buy |
42,888
+12,654
| +42% | +$219K | 0.08% | 230 |
|
|
2015
Q1 | $520K | Sell |
30,234
-7,224
| -19% | -$124K | 0.06% | 292 |
|
|
2014
Q4 | $636K | Buy |
37,458
+5,652
| +18% | +$96K | 0.08% | 226 |
|
|
2014
Q3 | $519K | Buy |
31,806
+17,340
| +120% | +$283K | 0.09% | 231 |
|
|
2014
Q2 | $230K | Buy |
+14,466
| New | +$230K | 0.04% | 418 |
|
|
2014
Q1 | – | Sell |
-19,458
| Closed | -$290K | – | 453 |
|
|
2013
Q4 | $290K | Buy |
+19,458
| New | +$290K | 0.07% | 291 |
|