Hel Ved Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,500
| Closed | -$930K | – | 86 |
|
|
2024
Q3 | $930K | Sell |
10,500
-12,913
| -55% | -$1.14M | 0.41% | 40 |
|
|
2024
Q2 | $1.16M | Buy |
+23,413
| New | +$1.16M | 0.32% | 42 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 59 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 57 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 44 |
|