Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-870
| Closed | -$62K | – | 495 |
|
|
2020
Q4 | $62K | Hold |
870
| – | – | 0.01% | 354 |
|
|
2020
Q3 | $54K | Hold |
870
| – | – | 0.01% | 323 |
|
|
2020
Q2 | $50K | Hold |
870
| – | – | 0.01% | 313 |
|
|
2020
Q1 | $37K | Buy |
870
+275
| +46% | +$11.7K | 0.01% | 307 |
|
|
2019
Q4 | $28K | Hold |
595
| – | – | 0.01% | 385 |
|
|
2019
Q3 | $25K | Hold |
595
| – | – | 0.01% | 406 |
|
|
2019
Q2 | $26K | Hold |
595
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $25K | Buy |
+595
| New | +$25K | 0.01% | 392 |
|