Perigon Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,590
| Closed | -$119K | – | 635 |
|
|
2017
Q3 | $119K | Hold |
2,590
| – | – | 0.04% | 242 |
|
|
2017
Q2 | $119K | Hold |
2,590
| – | – | 0.03% | 283 |
|
|
2017
Q1 | $118K | Hold |
2,590
| – | – | 0.03% | 287 |
|
|
2016
Q4 | $117K | Hold |
2,590
| – | – | 0.03% | 275 |
|
|
2016
Q3 | $106K | Hold |
2,590
| – | – | 0.03% | 238 |
|
|
2016
Q2 | $90K | Buy |
+2,590
| New | +$90K | 0.02% | 238 |
|