Nikulski Financial’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,851
| Closed | -$632K | – | 127 |
|
|
2023
Q1 | $632K | Hold |
8,851
| – | – | 0.28% | 81 |
|
|
2022
Q4 | $612K | Sell |
8,851
-870
| -9% | -$60.1K | 0.29% | 81 |
|
|
2022
Q3 | $627K | Sell |
9,721
-30
| -0.3% | -$1.94K | 0.32% | 66 |
|
|
2022
Q2 | $574K | Sell |
9,751
-3,317
| -25% | -$195K | 0.28% | 78 |
|
|
2022
Q1 | $968K | Sell |
13,068
-1,855
| -12% | -$137K | 0.41% | 64 |
|
|
2021
Q4 | $1.26M | Sell |
14,923
-1,730
| -10% | -$146K | 0.53% | 49 |
|
|
2021
Q3 | $1.15M | Buy |
16,653
+3,311
| +25% | +$229K | 0.53% | 59 |
|
|
2021
Q2 | $956K | Sell |
13,342
-515
| -4% | -$36.9K | 0.45% | 60 |
|
|
2021
Q1 | $932K | Buy |
+13,857
| New | +$932K | 0.48% | 55 |
|