Kestra Private Wealth Services’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
2021
Q2
Sell
-12,636
Closed -$760K 903
2021
Q1
$760K Sell
12,636
-648
-5% -$39K 0.05% 358
2020
Q4
$772K Sell
13,284
-846
-6% -$49.2K 0.06% 332
2020
Q3
$728K Buy
+14,130
New +$728K 0.06% 308