Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$34K | – | 900 |
|
|
2021
Q4 | $34K | Hold |
400
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $28K | Hold |
400
| – | – | 0.01% | 486 |
|
|
2021
Q2 | $29K | Hold |
400
| – | – | 0.01% | 483 |
|
|
2021
Q1 | $27K | Hold |
400
| – | – | 0.01% | 484 |
|
|
2020
Q4 | $24K | Hold |
400
| – | – | 0.01% | 492 |
|
|
2020
Q3 | $19K | Hold |
400
| – | – | 0.01% | 508 |
|
|
2020
Q2 | $20K | Hold |
400
| – | – | 0.01% | 427 |
|
|
2020
Q1 | $17K | Buy |
400
+201
| +101% | +$8.54K | 0.01% | 412 |
|
|
2019
Q4 | $11K | Hold |
199
| – | – | ﹤0.01% | 533 |
|
|
2019
Q3 | $11K | Hold |
199
| – | – | ﹤0.01% | 575 |
|
|
2019
Q2 | $11K | Hold |
199
| – | – | ﹤0.01% | 552 |
|
|
2019
Q1 | $11K | Hold |
199
| – | – | ﹤0.01% | 536 |
|
|
2018
Q4 | $9K | Hold |
199
| – | – | ﹤0.01% | 511 |
|
|
2018
Q3 | $11K | Hold |
199
| – | – | ﹤0.01% | 484 |
|
|
2018
Q2 | $10K | Hold |
199
| – | – | 0.01% | 542 |
|
|
2018
Q1 | $10K | Hold |
199
| – | – | 0.01% | 602 |
|
|
2017
Q4 | $10K | Hold |
199
| – | – | 0.01% | 593 |
|
|
2017
Q3 | $9K | Buy |
+199
| New | +$9K | 0.01% | 553 |
|