Investment Centers of America’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-17,586
| Closed | -$456K | – | 215 |
|
2017
Q3 | $456K | Buy |
17,586
+1,608
| +10% | +$41.7K | 0.03% | 361 |
|
2017
Q2 | $388K | Buy |
15,978
+5,142
| +47% | +$125K | 0.03% | 392 |
|
2017
Q1 | $249K | Buy |
10,836
+1,104
| +11% | +$25.4K | 0.02% | 515 |
|
2016
Q4 | $201K | Sell |
9,732
-1,050
| -10% | -$21.7K | 0.02% | 556 |
|
2016
Q3 | $223K | Sell |
10,782
-630
| -6% | -$13K | 0.02% | 464 |
|
2016
Q2 | $209K | Sell |
11,412
-1,038
| -8% | -$19K | 0.02% | 440 |
|
2016
Q1 | $231K | Buy |
12,450
+576
| +5% | +$10.7K | 0.03% | 423 |
|
2015
Q4 | $220K | Buy |
+11,874
| New | +$220K | 0.03% | 393 |
|
2015
Q3 | – | Sell |
-11,874
| Closed | -$205K | – | 467 |
|
2015
Q2 | $205K | Buy |
11,874
+246
| +2% | +$4.25K | 0.03% | 388 |
|
2015
Q1 | $200K | Buy |
+11,628
| New | +$200K | 0.03% | 415 |
|