Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,805
| Closed | -$303K | – | 545 |
|
|
2021
Q4 | $303K | Sell |
3,805
-735
| -16% | -$58.5K | 0.03% | 425 |
|
|
2021
Q3 | $363K | Buy |
4,540
+600
| +15% | +$48K | 0.04% | 379 |
|
|
2021
Q2 | $307K | Buy |
+3,940
| New | +$307K | 0.03% | 416 |
|
|
2021
Q1 | – | Sell |
-4,875
| Closed | -$345K | – | 216 |
|
|
2020
Q4 | $345K | Buy |
+4,875
| New | +$345K | 0.04% | 336 |
|
|
2020
Q3 | – | Sell |
-3,855
| Closed | -$219K | – | 119 |
|
|
2020
Q2 | $219K | Buy |
+3,855
| New | +$219K | 0.04% | 294 |
|