Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $936K | Hold |
14,688
| – | – | 0.11% | 122 |
|
|
2023
Q2 | $962K | Sell |
14,688
-3,702
| -20% | -$242K | 0.1% | 138 |
|
|
2023
Q1 | $1.04M | Buy |
+18,390
| New | +$1.04M | 0.11% | 137 |
|
|
2022
Q2 | $902K | Hold |
18,390
| – | – | 0.11% | 142 |
|
|
2022
Q1 | $1.19M | Buy |
+18,390
| New | +$1.19M | 0.12% | 137 |
|
|
2021
Q4 | – | Sell |
-18,390
| Closed | -$1.24M | – | 331 |
|
|
2021
Q3 | $1.24M | Hold |
18,390
| – | – | 0.13% | 149 |
|
|
2021
Q2 | $1.24M | Hold |
18,390
| – | – | 0.13% | 143 |
|
|
2021
Q1 | $1.11M | Buy |
+18,390
| New | +$1.11M | 0.14% | 134 |
|