LBMC Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,480
| Closed | -$624K | – | 161 |
|
|
2022
Q3 | $624K | Hold |
12,480
| – | – | 0.07% | 67 |
|
|
2022
Q2 | $673K | Sell |
12,480
-610
| -5% | -$32.9K | 0.07% | 66 |
|
|
2022
Q1 | $903K | Hold |
13,090
| – | – | 0.08% | 65 |
|
|
2021
Q4 | $1.04M | Sell |
13,090
-2,245,020
| -99% | -$179M | 0.09% | 64 |
|
|
2021
Q3 | $1.05K | Buy |
2,258,110
+2,243,545
| +15,404% | +$1.04K | 0.1% | 57 |
|
|
2021
Q2 | $1.14M | Buy |
+14,565
| New | +$1.14M | 0.11% | 55 |
|