Heritage Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,713
| Closed | -$142K | – | 615 |
|
2024
Q4 | $142K | Buy |
2,713
+44
| +2% | +$2.3K | 0.01% | 231 |
|
2024
Q3 | $145K | Hold |
2,669
| – | – | 0.01% | 238 |
|
2024
Q2 | $128K | Buy |
2,669
+46
| +2% | +$2.2K | 0.01% | 235 |
|
2024
Q1 | $125K | Hold |
2,623
| – | – | 0.01% | 245 |
|
2023
Q4 | $123K | Buy |
+2,623
| New | +$123K | 0.01% | 249 |
|