IBEX Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,226
| Closed | -$602K | – | 188 |
|
|
2021
Q4 | $602K | Sell |
8,226
-42
| -0.5% | -$3.07K | 0.11% | 120 |
|
|
2021
Q3 | $556K | Buy |
8,268
+150
| +2% | +$10.1K | 0.11% | 122 |
|
|
2021
Q2 | $547K | Buy |
+8,118
| New | +$547K | 0.11% | 120 |
|
|
2019
Q3 | – | Sell |
-25,440
| Closed | -$914K | – | 196 |
|
|
2019
Q2 | $914K | Buy |
+25,440
| New | +$914K | 0.26% | 106 |
|
|
2017
Q1 | – | Sell |
-168
| Closed | -$4K | – | 206 |
|
|
2016
Q4 | $4K | Buy |
+168
| New | +$4K | ﹤0.01% | 393 |
|