LCWP
Legacy Capital Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,034
| Closed | -$1.05M | – | 282 |
|
|
2023
Q2 | $1.05M | Sell |
3,034
-4,617
| -60% | -$1.6M | 0.87% | 32 |
|
|
2023
Q1 | $2.33M | Sell |
7,651
-4,349
| -36% | -$1.33M | 0.64% | 34 |
|
|
2022
Q4 | $3.07M | Buy |
+12,000
| New | +$3.07M | 1.47% | 24 |
|
|
2021
Q2 | – | Sell |
-8,992
| Closed | -$3.07M | – | 47 |
|
|
2021
Q1 | $3.07M | Buy |
8,992
+477
| +6% | +$163K | 1.27% | 22 |
|
|
2020
Q4 | $3.02M | Buy |
+8,515
| New | +$3.02M | 1.29% | 18 |
|