Poehling Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,500
Closed -$319K 162
2020
Q4
$319K Sell
4,500
-2,000
-31% -$142K 0.13% 101
2020
Q3
$404K Sell
6,500
-4,375
-40% -$272K 0.21% 85
2020
Q2
$618K Sell
10,875
-4,550
-29% -$259K 0.33% 70
2020
Q1
$649K Buy
+15,425
New +$649K 0.48% 54