Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $295K | Hold |
3,426
| – | – | 0.43% | 52 |
|
|
2023
Q4 | $256K | Hold |
3,426
| – | – | 0.39% | 57 |
|
|
2023
Q3 | $218K | Buy |
3,426
+60
| +2% | +$3.82K | 0.35% | 64 |
|
|
2023
Q2 | $220K | Hold |
3,366
| – | – | 0.33% | 66 |
|
|
2023
Q1 | $190K | Buy |
3,366
+600
| +22% | +$33.9K | 0.3% | 73 |
|
|
2022
Q4 | $129K | Sell |
2,766
-534
| -16% | -$24.9K | 0.2% | 85 |
|
|
2022
Q3 | $152K | Hold |
3,300
| – | – | 0.27% | 74 |
|
|
2022
Q2 | $162K | Buy |
3,300
+720
| +28% | +$35.3K | 0.28% | 73 |
|
|
2022
Q1 | $167K | Buy |
2,580
+150
| +6% | +$9.71K | 0.24% | 76 |
|
|
2021
Q4 | $178K | Buy |
+2,430
| New | +$178K | 0.25% | 74 |
|