IHT Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
21,686
+3,932
| +22% | +$120K | 0.02% | 621 |
|
|
2025
Q1 | $497K | Buy |
17,754
+3,118
| +21% | +$87.2K | 0.02% | 673 |
|
|
2024
Q4 | $468K | Buy |
14,636
+2,529
| +21% | +$80.8K | 0.02% | 705 |
|
|
2024
Q3 | $405K | Buy |
12,107
+341
| +3% | +$11.4K | 0.01% | 790 |
|
|
2024
Q2 | $392K | Buy |
11,766
+2,172
| +23% | +$72.3K | 0.01% | 712 |
|
|
2024
Q1 | $306K | Buy |
9,594
+493
| +5% | +$15.7K | 0.01% | 797 |
|
|
2023
Q4 | $288K | Sell |
9,101
-4,750
| -34% | -$150K | 0.01% | 778 |
|
|
2023
Q3 | $377K | Buy |
13,851
+42
| +0.3% | +$1.14K | 0.02% | 646 |
|
|
2023
Q2 | $423K | Sell |
13,809
-493
| -3% | -$15.1K | 0.02% | 597 |
|
|
2023
Q1 | $398K | Buy |
14,302
+428
| +3% | +$11.9K | 0.02% | 591 |
|
|
2022
Q4 | $322K | Sell |
13,874
-142
| -1% | -$3.3K | 0.02% | 630 |
|
|
2022
Q3 | $325K | Buy |
14,016
+1,074
| +8% | +$24.9K | 0.02% | 592 |
|
|
2022
Q2 | $325K | Buy |
12,942
+1,376
| +12% | +$34.6K | 0.03% | 503 |
|
|
2022
Q1 | $371K | Buy |
11,566
+1,006
| +10% | +$32.3K | 0.03% | 504 |
|
|
2021
Q4 | $391K | Sell |
10,560
-384
| -4% | -$14.2K | 0.03% | 514 |
|
|
2021
Q3 | $361K | Sell |
10,944
-342
| -3% | -$11.3K | 0.03% | 536 |
|
|
2021
Q2 | $401K | Sell |
11,286
-1,079
| -9% | -$38.3K | 0.03% | 609 |
|
|
2021
Q1 | $386K | Sell |
12,365
-286
| -2% | -$8.93K | 0.03% | 544 |
|
|
2020
Q4 | $345K | Buy |
12,651
+584
| +5% | +$15.9K | 0.03% | 517 |
|
|
2020
Q3 | $264K | Buy |
12,067
+1,692
| +16% | +$37K | 0.03% | 519 |
|
|
2020
Q2 | $228K | Sell |
10,375
-230
| -2% | -$5.05K | 0.03% | 483 |
|
|
2020
Q1 | $188K | Sell |
10,605
-749
| -7% | -$13.3K | 0.03% | 485 |
|
|
2019
Q4 | $267K | Buy |
11,354
+1,471
| +15% | +$34.6K | 0.03% | 480 |
|
|
2019
Q3 | $209K | Buy |
9,883
+89
| +0.9% | +$1.88K | 0.03% | 542 |
|
|
2019
Q2 | $200K | Buy |
+9,794
| New | +$200K | 0.03% | 496 |
|
|
2018
Q2 | – | Sell |
-1,226
| Closed | -$26K | – | 1231 |
|
|
2018
Q1 | $26K | Buy |
1,226
+526
| +75% | +$11.2K | 0.01% | 894 |
|
|
2017
Q4 | $16K | Hold |
700
| – | – | ﹤0.01% | 1057 |
|
|
2017
Q3 | $16K | Buy |
+700
| New | +$16K | 0.01% | 842 |
|