Milestone Advisory Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.58M | Buy |
40,518
+4,170
| +11% | +$266K | 2.15% | 19 |
|
|
2023
Q2 | $2.38M | Buy |
36,348
+6,282
| +21% | +$411K | 2.15% | 17 |
|
|
2023
Q1 | $1.7M | Buy |
30,066
+5,010
| +20% | +$283K | 1.57% | 20 |
|
|
2022
Q4 | $1.17M | Sell |
25,056
-888
| -3% | -$41.4K | 0.87% | 22 |
|
|
2022
Q3 | $1.2M | Buy |
25,944
+12,300
| +90% | +$567K | 0.9% | 23 |
|
|
2022
Q2 | $671K | Sell |
13,644
-6,516
| -32% | -$320K | 0.54% | 33 |
|
|
2022
Q1 | $1.31M | Sell |
20,160
-7,752
| -28% | -$502K | 0.7% | 31 |
|
|
2021
Q4 | $2.04M | Buy |
27,912
+954
| +4% | +$69.8K | 1.03% | 28 |
|
|
2021
Q3 | $1.81M | Buy |
26,958
+7,134
| +36% | +$480K | 1.07% | 27 |
|
|
2021
Q2 | $1.34M | Sell |
19,824
-1,968
| -9% | -$133K | 0.7% | 31 |
|
|
2021
Q1 | $1.31M | Buy |
21,792
+612
| +3% | +$36.8K | 0.7% | 29 |
|
|
2020
Q4 | $1.24M | Sell |
21,180
-15,810
| -43% | -$922K | 0.7% | 31 |
|
|
2020
Q3 | $1.91M | Sell |
36,990
-1,614
| -4% | -$83.1K | 1.19% | 21 |
|
|
2020
Q2 | $1.8M | Buy |
38,604
+1,806
| +5% | +$84K | 1.06% | 21 |
|
|
2020
Q1 | $1.3M | Sell |
36,798
-13,116
| -26% | -$463K | 0.9% | 16 |
|
|
2019
Q4 | $2.01M | Buy |
49,914
+2,904
| +6% | +$117K | 1.06% | 20 |
|
|
2019
Q3 | $1.7M | Buy |
47,010
+25,206
| +116% | +$912K | 0.96% | 21 |
|
|
2019
Q2 | $784K | Buy |
21,804
+690
| +3% | +$24.8K | 0.48% | 27 |
|
|
2019
Q1 | $726K | Buy |
+21,114
| New | +$726K | 0.47% | 27 |
|