Provident Wealth Management’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 |
-270
| Closed | -$17K | – | 99 |
|
|
2022
Q1 | $17K | Hold |
270
| – | – | 0.01% | 86 |
|
|
2021
Q4 | $20K | Hold |
270
| – | – | 0.01% | 80 |
|
|
2021
Q3 | $18K | Hold |
270
| – | – | 0.01% | 71 |
|
|
2021
Q2 | $18K | Sell |
270
-9,348
| -97% | -$623K | 0.02% | 71 |
|
|
2021
Q1 | $578K | Sell |
9,618
-57,636
| -86% | -$3.46M | 0.64% | 28 |
|
|
2020
Q4 | $3.92M | Sell |
67,254
-858
| -1% | -$50K | 4.55% | 4 |
|
|
2020
Q3 | $3.51M | Buy |
68,112
+1,152
| +2% | +$59.3K | 4.07% | 5 |
|
|
2020
Q2 | $3.12M | Sell |
66,960
-4,428
| -6% | -$206K | 3.43% | 7 |
|
|
2020
Q1 | $2.52M | Sell |
71,388
-4,224
| -6% | -$149K | 3.08% | 8 |
|
|
2019
Q4 | $3.05M | Buy |
+75,612
| New | +$3.05M | 2.72% | 9 |
|