Howard Capital Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,646
| Closed | -$213K | – | 141 |
|
|
2024
Q4 | $213K | Sell |
2,646
-351
| -12% | -$28.3K | 0.01% | 120 |
|
|
2024
Q3 | $236K | Sell |
2,997
-315
| -10% | -$24.8K | 0.02% | 114 |
|
|
2024
Q2 | $233K | Hold |
3,312
| – | – | 0.02% | 109 |
|
|
2024
Q1 | $239K | Hold |
3,312
| – | – | 0.02% | 111 |
|
|
2023
Q4 | $214K | Sell |
3,312
-34
| -1% | -$2.2K | 0.02% | 101 |
|
|
2023
Q3 | $207K | Sell |
3,346
-44
| -1% | -$2.72K | 0.02% | 98 |
|
|
2023
Q2 | $239K | Hold |
3,390
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $242K | Hold |
3,390
| – | – | 0.03% | 92 |
|
|
2022
Q4 | $234K | Sell |
3,390
-830
| -20% | -$57.3K | 0.03% | 87 |
|
|
2022
Q3 | $272K | Sell |
4,220
-590
| -12% | -$38K | 0.03% | 83 |
|
|
2022
Q2 | $283K | Sell |
4,810
-695
| -13% | -$40.9K | 0.03% | 82 |
|
|
2022
Q1 | $408K | Sell |
5,505
-85
| -2% | -$6.3K | 0.04% | 75 |
|
|
2021
Q4 | $472K | Hold |
5,590
| – | – | 0.04% | 80 |
|
|
2021
Q3 | $386K | Hold |
5,590
| – | – | 0.04% | 78 |
|
|
2021
Q2 | $407K | Sell |
5,590
-195
| -3% | -$14.2K | 0.04% | 74 |
|
|
2021
Q1 | $389K | Buy |
+5,785
| New | +$389K | 0.04% | 70 |
|