Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$16.2K | – | 353 |
|
|
2023
Q4 | $16.2K | Buy |
+200
| New | +$16.2K | ﹤0.01% | 348 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$10.8K | – | 328 |
|
|
2022
Q2 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $13.8K | Sell |
200
-250
| -56% | -$17.3K | ﹤0.01% | 464 |
|
|
2021
Q4 | $36K | Buy |
+450
| New | +$36K | 0.01% | 399 |
|