OCPWS

One Charles Private Wealth Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,054	Closed	-$568K	–	117
2022 Q3	$568K	Sell	2,054 -2,522	-55%	-$697K	0.38%	49
2022 Q2	$1.37M	Buy	4,576 +155	+4%	+$46.3K	0.92%	28
2022 Q1	$1.72M	Buy	+4,421	New	+$1.72M	1.07%	27