HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-180
| Closed | -$12.5K | – | 801 |
|
|
2023
Q2 | $12.5K | Hold |
180
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $11K | Hold |
180
| – | – | ﹤0.01% | 510 |
|
|
2022
Q4 | $9.21K | Hold |
180
| – | – | ﹤0.01% | 463 |
|
|
2022
Q3 | $9K | Hold |
180
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $12K | Hold |
180
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $14K | Hold |
180
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $14K | Hold |
180
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $14K | Hold |
180
| – | – | ﹤0.01% | 443 |
|
|
2021
Q1 | $12K | Hold |
180
| – | – | ﹤0.01% | 432 |
|
|
2020
Q4 | $13K | Hold |
180
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $11K | Sell |
180
-160
| -47% | -$9.78K | ﹤0.01% | 378 |
|
|
2020
Q2 | $19K | Buy |
+340
| New | +$19K | 0.01% | 307 |
|