Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-636
| Closed | -$54.8K | – | 843 |
|
|
2024
Q1 | $54.8K | Buy |
+636
| New | +$54.8K | 0.01% | 319 |
|
|
2019
Q4 | – | Sell |
-6,000
| Closed | -$217K | – | 815 |
|
|
2019
Q3 | $217K | Hold |
6,000
| – | – | 0.06% | 147 |
|
|
2019
Q2 | $216K | Hold |
6,000
| – | – | 0.07% | 135 |
|
|
2019
Q1 | $206K | Hold |
6,000
| – | – | 0.06% | 145 |
|
|
2018
Q4 | $172K | Hold |
6,000
| – | – | 0.06% | 147 |
|
|
2018
Q3 | $209K | Hold |
6,000
| – | – | 0.07% | 141 |
|
|
2018
Q2 | $193K | Hold |
6,000
| – | – | 0.1% | 164 |
|
|
2018
Q1 | $179K | Hold |
6,000
| – | – | 0.1% | 161 |
|
|
2017
Q4 | $169K | Hold |
6,000
| – | – | 0.09% | 161 |
|
|
2017
Q3 | $155K | Hold |
6,000
| – | – | 0.09% | 155 |
|
|
2017
Q2 | $145K | Hold |
6,000
| – | – | 0.09% | 152 |
|
|
2017
Q1 | $138K | Hold |
6,000
| – | – | 0.08% | 167 |
|
|
2016
Q4 | $124K | Hold |
6,000
| – | – | 0.08% | 191 |
|
|
2016
Q3 | $124K | Hold |
6,000
| – | – | 0.08% | 175 |
|
|
2016
Q2 | $110K | Hold |
6,000
| – | – | 0.08% | 174 |
|
|
2016
Q1 | $111K | Hold |
6,000
| – | – | 0.09% | 163 |
|
|
2015
Q4 | $111K | Hold |
6,000
| – | – | 0.08% | 171 |
|
|
2015
Q3 | $100K | Hold |
6,000
| – | – | 0.08% | 174 |
|
|
2015
Q2 | $104K | Hold |
6,000
| – | – | 0.07% | 184 |
|
|
2015
Q1 | $103K | Buy |
+6,000
| New | +$103K | 0.07% | 181 |
|