Perigon Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.25M | Buy |
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|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $836K | Sell |
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|
2023
Q2 | $977K | Buy |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $553K | Buy |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $465K | Sell |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $764K | Hold |
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|
2021
Q3 | $703K | Sell |
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|
2021
Q2 | $710K | Hold |
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|
2021
Q1 | $634K | Sell |
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|
2020
Q4 | $668K | Hold |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $533K | Hold |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $530K | Hold |
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|
2019
Q3 | $478K | Hold |
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|
2019
Q2 | $464K | Buy |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $429K | Hold |
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|
2018
Q3 | $482K | Hold |
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|
2018
Q2 | $444K | Hold |
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|
2018
Q1 | $413K | Sell |
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|
2017
Q4 | $405K | Hold |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $479K | Hold |
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|
2017
Q1 | $459K | Hold |
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|
2016
Q4 | $452K | Hold |
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|
2016
Q3 | $410K | Hold |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $371K | Sell |
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|
2015
Q3 | $517K | Hold |
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|
2015
Q2 | $534K | Buy |
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|
2015
Q1 | $531K | Sell |
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|
2014
Q4 | $534K | Sell |
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|
2014
Q3 | $541K | Buy |
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