Fulcrum Equity 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
Q1 | – | Sell |
-5,855
| Closed | -$466K | – | 150 |
|
|
2021
Q4 | $466K | Buy |
+5,855
| New | +$466K | 0.17% | 92 |
|
|
2021
Q1 | – | Sell |
-6,180
| Closed | -$438K | – | 189 |
|
|
2020
Q4 | $438K | Buy |
6,180
+755
| +14% | +$53.5K | 0.17% | 91 |
|
|
2020
Q3 | $338K | Buy |
5,425
+1,100
| +25% | +$68.5K | 0.16% | 97 |
|
|
2020
Q2 | $246K | Buy |
+4,325
| New | +$246K | 0.12% | 124 |
|