IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3918 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3657 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3567 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3440 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3316 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3178 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3153 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3197 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3325 |
|
|
2019
Q1 | $40K | Sell |
714
-369
| -34% | -$20.7K | 0.01% | 1058 |
|
|
2018
Q4 | $51K | Hold |
1,083
| – | – | ﹤0.01% | 1596 |
|
|
2018
Q3 | $60K | Hold |
1,083
| – | – | ﹤0.01% | 1783 |
|
|
2018
Q2 | $57K | Buy |
1,083
+200
| +23% | +$10.5K | ﹤0.01% | 1821 |
|
|
2018
Q1 | $43K | Hold |
883
| – | – | ﹤0.01% | 1908 |
|
|
2017
Q4 | $43K | Sell |
883
-331
| -27% | -$16.1K | ﹤0.01% | 1904 |
|
|
2017
Q3 | $56K | Hold |
1,214
| – | – | ﹤0.01% | 1915 |
|
|
2017
Q2 | $56K | Buy |
1,214
+1
| +0.1% | +$46 | ﹤0.01% | 1877 |
|
|
2017
Q1 | $55K | Buy |
1,213
+330
| +37% | +$15K | ﹤0.01% | 1847 |
|
|
2016
Q4 | $39K | Hold |
883
| – | – | ﹤0.01% | 2011 |
|
|
2016
Q3 | $36K | Hold |
883
| – | – | ﹤0.01% | 1998 |
|
|
2016
Q2 | $31K | Buy |
883
+169
| +24% | +$5.93K | ﹤0.01% | 2047 |
|
|
2016
Q1 | $40K | Buy |
714
+645
| +935% | +$36.1K | 0.01% | 1058 |
|
|
2015
Q4 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 3170 |
|