Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
4,788
+45
| +0.9% | +$5.06K | 0.06% | 299 |
|
|
2025
Q1 | $430K | Buy |
4,743
+455
| +11% | +$41.3K | 0.06% | 316 |
|
|
2024
Q4 | $438K | Buy |
4,288
+68
| +2% | +$6.94K | 0.06% | 305 |
|
|
2024
Q3 | $405K | Buy |
4,220
+486
| +13% | +$46.6K | 0.05% | 323 |
|
|
2024
Q2 | $352K | Buy |
3,734
+18
| +0.5% | +$1.7K | 0.05% | 329 |
|
|
2024
Q1 | $320K | Buy |
3,716
+104
| +3% | +$8.96K | 0.05% | 349 |
|
|
2023
Q4 | $270K | Buy |
3,612
+84
| +2% | +$6.28K | 0.05% | 356 |
|
|
2023
Q3 | $225K | Sell |
3,528
-174
| -5% | -$11.1K | 0.05% | 386 |
|
|
2023
Q2 | $242K | Buy |
3,702
+72
| +2% | +$4.72K | 0.05% | 384 |
|
|
2023
Q1 | $205K | Buy |
+3,630
| New | +$205K | 0.04% | 419 |
|
|
2022
Q3 | – | Sell |
-1,386
| Closed | -$68K | – | 1114 |
|
|
2022
Q2 | $68K | Sell |
1,386
-528
| -28% | -$25.9K | 0.01% | 638 |
|
|
2022
Q1 | $124K | Buy |
1,914
+1,776
| +1,287% | +$115K | 0.02% | 526 |
|
|
2021
Q4 | $10K | Hold |
138
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q3 | $9K | Hold |
138
| – | – | ﹤0.01% | 1514 |
|
|
2021
Q2 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 1475 |
|