Heritage Wealth Management (Arizona)’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
Q4 | $5.81K | Buy |
84
+42
| +100% | +$2.9K | ﹤0.01% | 861 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $2.47K | Hold |
42
| – | – | ﹤0.01% | 860 |
|
|
2022
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 856 |
|
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 783 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 811 |
|
|
2021
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 683 |
|