Petix & Botte Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,384
| Closed | -$219K | – | 87 |
|
|
2022
Q1 | $219K | Sell |
3,384
-180
| -5% | -$11.6K | 0.07% | 110 |
|
|
2021
Q4 | $261K | Sell |
3,564
-3,564
| -50% | -$261K | 0.17% | 71 |
|
|
2021
Q3 | $480K | Buy |
7,128
+3,564
| +100% | +$240K | 0.16% | 67 |
|
|
2021
Q2 | $240K | Hold |
3,564
| – | – | 0.17% | 71 |
|
|
2021
Q1 | $214K | Hold |
3,564
| – | – | 0.16% | 74 |
|
|
2020
Q4 | $208K | Buy |
+3,564
| New | +$208K | 0.16% | 80 |
|