JWM
JGP Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,096
| Closed | -$443K | – | 157 |
|
|
2021
Q2 | $443K | Sell |
1,096
-114,616
| -99% | -$46.3M | 0.1% | 108 |
|
|
2021
Q1 | $41.8M | Buy |
115,712
+785
| +0.7% | +$283K | 9.36% | 1 |
|
|
2020
Q4 | $42.3M | Buy |
114,927
+1,328
| +1% | +$489K | 9.8% | 1 |
|
|
2020
Q3 | $35.7M | Buy |
113,599
+2,254
| +2% | +$708K | 9.48% | 1 |
|
|
2020
Q2 | $32.5M | Buy |
111,345
+34,089
| +44% | +$9.95M | 9.55% | 1 |
|
|
2020
Q1 | $17.3M | Buy |
+77,256
| New | +$17.3M | 6.13% | 1 |
|