Leonard Rickey 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,135
| Closed | -$235K | – | 68 |
|
|
2020
Q2 | $235K | Sell |
4,135
-975
| -19% | -$55.4K | 0.15% | 57 |
|
|
2020
Q1 | $215K | Sell |
5,110
-125
| -2% | -$5.26K | 0.17% | 58 |
|
|
2019
Q4 | $244K | Sell |
5,235
-150
| -3% | -$6.99K | 0.15% | 68 |
|
|
2019
Q3 | $228K | Sell |
5,385
-530
| -9% | -$22.4K | 0.15% | 67 |
|
|
2019
Q2 | $258K | Buy |
+5,915
| New | +$258K | 0.17% | 57 |
|