Geneos Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-140
| Closed | -$8K | – | 2283 |
|
|
2022
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 2029 |
|
|
2022
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 2087 |
|
|
2021
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 2140 |
|
|
2021
Q3 | $9K | Hold |
140
| – | – | ﹤0.01% | 2253 |
|
|
2021
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 2197 |
|
|
2021
Q1 | $9K | Hold |
140
| – | – | ﹤0.01% | 2418 |
|
|
2020
Q4 | $9K | Hold |
140
| – | – | ﹤0.01% | 2254 |
|
|
2020
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 2121 |
|
|
2020
Q2 | $6K | Hold |
140
| – | – | ﹤0.01% | 2084 |
|
|
2020
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 1981 |
|
|
2019
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 2002 |
|
|
2019
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 2014 |
|
|
2019
Q1 | $7K | Hold |
140
| – | – | ﹤0.01% | 1947 |
|
|
2018
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 1927 |
|
|
2018
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 1965 |
|
|
2018
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 1829 |
|
|
2018
Q1 | $7K | Hold |
140
| – | – | ﹤0.01% | 1765 |
|
|
2017
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 1771 |
|
|
2017
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 1720 |
|
|
2017
Q2 | $6K | Hold |
140
| – | – | ﹤0.01% | 1679 |
|
|
2017
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 1642 |
|
|
2016
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 1578 |
|
|
2016
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 1571 |
|
|
2016
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 1569 |
|
|
2016
Q1 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 1485 |
|