Kovack 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
Q1 | – | Sell |
-2,862
| Closed | -$209K | – | 742 |
|
2021
Q4 | $209K | Buy |
+2,862
| New | +$209K | 0.02% | 650 |
|
2021
Q1 | – | Sell |
-4,434
| Closed | -$259K | – | 631 |
|
2020
Q4 | $259K | Sell |
4,434
-13,920
| -76% | -$813K | 0.04% | 450 |
|
2020
Q3 | $945K | Sell |
18,354
-942
| -5% | -$48.5K | 0.17% | 145 |
|
2020
Q2 | $898K | Buy |
19,296
+846
| +5% | +$39.4K | 0.17% | 140 |
|
2020
Q1 | $651K | Buy |
+18,450
| New | +$651K | 0.15% | 150 |
|