Kore Private Wealth’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 | $376K | Hold |
8,166
| – | – | 0.07% | 158 |
|
|
2022
Q2 | $401K | Sell |
8,166
-600
| -7% | -$29.5K | 0.06% | 178 |
|
|
2022
Q1 | $568K | Hold |
8,766
| – | – | 0.07% | 161 |
|
|
2021
Q4 | $641K | Hold |
8,766
| – | – | 0.08% | 145 |
|
|
2021
Q3 | $590K | Sell |
8,766
-888
| -9% | -$59.8K | 0.06% | 214 |
|
|
2021
Q2 | $650K | Buy |
+9,654
| New | +$650K | 0.07% | 185 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$27K | – | 645 |
|
|
2020
Q2 | $27K | Hold |
600
| – | – | 0.01% | 590 |
|
|
2020
Q1 | $21K | Hold |
600
| – | – | 0.01% | 581 |
|
|
2019
Q4 | $24K | Buy |
+600
| New | +$24K | ﹤0.01% | 602 |
|
|
2019
Q2 | – | Sell |
-930
| Closed | -$32K | – | 498 |
|
|
2019
Q1 | $32K | Buy |
930
+330
| +55% | +$11.4K | 0.01% | 449 |
|
|
2018
Q4 | $17K | Buy |
+600
| New | +$17K | ﹤0.01% | 505 |
|