LWP
Legacy Wealth Planning’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $325K | Buy |
1,174
+75
| +7% | +$20.8K | 0.54% | 49 |
|
|
2022
Q2 | $324K | Hold |
1,099
| – | – | 0.46% | 51 |
|
|
2022
Q1 | $427K | Buy |
1,099
+250
| +29% | +$97.1K | 0.5% | 43 |
|
|
2021
Q4 | $373K | Hold |
849
| – | – | 0.43% | 50 |
|
|
2021
Q3 | $343K | Hold |
849
| – | – | 0.38% | 57 |
|
|
2021
Q2 | $343K | Hold |
849
| – | – | 0.39% | 57 |
|
|
2021
Q1 | $306K | Hold |
849
| – | – | 0.39% | 60 |
|
|
2020
Q4 | $297K | Sell |
849
-100
| -11% | -$35K | 0.38% | 55 |
|
|
2020
Q3 | $293K | Hold |
949
| – | – | 0.34% | 53 |
|
|
2020
Q2 | $265K | Hold |
949
| – | – | 0.32% | 54 |
|
|
2020
Q1 | $201K | Buy |
+949
| New | +$201K | 0.32% | 66 |
|