KCM Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,470
| Closed | -$219K | – | 390 |
|
|
2022
Q2 | $219K | Hold |
4,470
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $289K | Sell |
4,470
-600
| -12% | -$38.8K | 0.01% | 356 |
|
|
2021
Q4 | $371K | Hold |
5,070
| – | – | 0.01% | 318 |
|
|
2021
Q3 | $341K | Buy |
5,070
+894
| +21% | +$60.1K | 0.01% | 311 |
|
|
2021
Q2 | $281K | Sell |
4,176
-60
| -1% | -$4.04K | 0.01% | 333 |
|
|
2021
Q1 | $255K | Sell |
4,236
-162
| -4% | -$9.75K | 0.01% | 327 |
|
|
2020
Q4 | $256K | Hold |
4,398
| – | – | 0.01% | 310 |
|
|
2020
Q3 | $227K | Hold |
4,398
| – | – | 0.01% | 294 |
|
|
2020
Q2 | $205K | Buy |
+4,398
| New | +$205K | 0.01% | 324 |
|