Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,860
| Closed | -$57K | – | 260 |
|
|
2017
Q4 | $57K | Sell |
1,860
-290
| -13% | -$8.89K | 0.04% | 135 |
|
|
2017
Q3 | $63K | Buy |
+2,150
| New | +$63K | 0.04% | 122 |
|
|
2016
Q2 | – | Sell |
-285
| Closed | -$5K | – | 223 |
|
|
2016
Q1 | $5K | Sell |
285
-1,950
| -87% | -$34.2K | ﹤0.01% | 169 |
|
|
2015
Q4 | $46K | Buy |
+2,235
| New | +$46K | 0.04% | 105 |
|