Integrated Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-482
| Closed | -$20K | – | 593 |
|
2016
Q3 | $20K | Hold |
482
| – | – | 0.01% | 601 |
|
2016
Q2 | $17K | Hold |
482
| – | – | 0.01% | 626 |
|
2016
Q1 | $18K | Hold |
482
| – | – | 0.01% | 575 |
|
2015
Q4 | $18K | Hold |
482
| – | – | 0.01% | 608 |
|
2015
Q3 | $17K | Hold |
482
| – | – | 0.01% | 625 |
|
2015
Q2 | $18K | Hold |
482
| – | – | 0.01% | 639 |
|
2015
Q1 | $18K | Buy |
+482
| New | +$18K | 0.01% | 599 |
|