Patriot Financial Group Insurance Agency’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,250
| Closed | -$225K | – | 474 |
|
|
2023
Q2 | $225K | Buy |
+3,250
| New | +$225K | 0.04% | 406 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$20K | – | 2138 |
|
|
2021
Q4 | $20K | Hold |
250
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q3 | $20K | Hold |
250
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q2 | $20K | Buy |
+250
| New | +$20K | ﹤0.01% | 1174 |
|
|
2020
Q2 | – | Sell |
-45
| Closed | -$2K | – | 1742 |
|
|
2020
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 1303 |
|
|
2019
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1122 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$3K | – | 739 |
|
|
2018
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 822 |
|
|
2017
Q4 | $3K | Sell |
85
-280
| -77% | -$9.88K | ﹤0.01% | 818 |
|
|
2017
Q3 | $11K | Buy |
365
+280
| +329% | +$8.44K | 0.01% | 531 |
|
|
2017
Q2 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 837 |
|