PFO
Pathstone Family Office’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $944K | Buy |
+2,767
| New | +$944K | 0.01% | 733 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 962 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1220 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 902 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$2K | – | 841 |
|
|
2020
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 689 |
|
|
2013
Q3 | – | Sell |
-1,928
| Closed | -$131K | – | 368 |
|
|
2013
Q2 | $131K | Buy |
+1,928
| New | +$131K | 0.15% | 38 |
|