Southland Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
4,647
-1,104
| -19% | -$124K | 0.11% | 123 |
|
|
2025
Q1 | $521K | Buy |
5,751
+448
| +8% | +$40.6K | 0.12% | 118 |
|
|
2024
Q4 | $541K | Buy |
5,303
+266
| +5% | +$27.2K | 0.13% | 117 |
|
|
2024
Q3 | $483K | Buy |
5,037
+457
| +10% | +$43.8K | 0.12% | 119 |
|
|
2024
Q2 | $432K | Buy |
4,580
+222
| +5% | +$20.9K | 0.12% | 113 |
|
|
2024
Q1 | $376K | Buy |
4,358
+350
| +9% | +$30.2K | 0.11% | 131 |
|
|
2023
Q4 | $299K | Buy |
4,008
+204
| +5% | +$15.2K | 0.09% | 146 |
|
|
2023
Q3 | $242K | Sell |
3,804
-786
| -17% | -$50.1K | 0.08% | 160 |
|
|
2023
Q2 | $301K | Buy |
4,590
+336
| +8% | +$22K | 0.1% | 133 |
|
|
2023
Q1 | $241K | Buy |
+4,254
| New | +$241K | 0.09% | 160 |
|
|
2022
Q2 | – | Sell |
-4,176
| Closed | -$270K | – | 171 |
|
|
2022
Q1 | $270K | Sell |
4,176
-150
| -3% | -$9.72K | 0.11% | 137 |
|
|
2021
Q4 | $317K | Sell |
4,326
-1,176
| -21% | -$86K | 0.13% | 119 |
|
|
2021
Q3 | $370K | Sell |
5,502
-270
| -5% | -$18.2K | 0.17% | 95 |
|
|
2021
Q2 | $389K | Sell |
5,772
-78
| -1% | -$5.25K | 0.18% | 89 |
|
|
2021
Q1 | $352K | Sell |
5,850
-510
| -8% | -$30.7K | 0.2% | 87 |
|
|
2020
Q4 | $371K | Buy |
+6,360
| New | +$371K | 0.25% | 74 |
|