LWP
Legacy Wealth Planning’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $624K | Sell |
2,495
-142
| -5% | -$35.5K | 1.03% | 24 |
|
|
2022
Q2 | $711K | Sell |
2,637
-6
| -0.2% | -$1.62K | 1.02% | 25 |
|
|
2022
Q1 | $912K | Buy |
2,643
+366
| +16% | +$126K | 1.07% | 21 |
|
|
2021
Q4 | $905K | Sell |
2,277
-975
| -30% | -$388K | 1.03% | 21 |
|
|
2021
Q3 | $1.3M | Buy |
3,252
+333
| +11% | +$133K | 1.45% | 15 |
|
|
2021
Q2 | $1.14M | Buy |
2,919
+268
| +10% | +$105K | 1.3% | 21 |
|
|
2021
Q1 | $905K | Buy |
+2,651
| New | +$905K | 1.15% | 24 |
|