Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-360
| Closed | -$26.9K | – | 352 |
|
|
2023
Q4 | $26.9K | Buy |
+360
| New | +$26.9K | ﹤0.01% | 299 |
|
|
2022
Q3 | – | Sell |
-360
| Closed | -$17.7K | – | 327 |
|
|
2022
Q2 | $17.7K | Hold |
360
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $23.3K | Hold |
360
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $26K | Hold |
360
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $24K | Hold |
360
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $24K | Hold |
360
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $22K | Hold |
360
| – | – | ﹤0.01% | 414 |
|
|
2020
Q4 | $21K | Hold |
360
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $19K | Hold |
360
| – | – | ﹤0.01% | 390 |
|
|
2020
Q2 | $17K | Buy |
+360
| New | +$17K | ﹤0.01% | 359 |
|