Heritage Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,530
| Closed | -$75K | – | 549 |
|
|
2022
Q2 | $75K | Hold |
1,530
| – | – | 0.01% | 286 |
|
|
2022
Q1 | $99K | Hold |
1,530
| – | – | 0.01% | 253 |
|
|
2021
Q4 | $112K | Hold |
1,530
| – | – | 0.01% | 256 |
|
|
2021
Q3 | $103K | Hold |
1,530
| – | – | 0.01% | 247 |
|
|
2021
Q2 | $103K | Hold |
1,530
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $92K | Hold |
1,530
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $89K | Hold |
1,530
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $78.8K | Buy |
+1,530
| New | +$78.8K | 0.01% | 230 |
|