Sterling Financial Planning’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
Q4
Sell
-2,305
Closed -$184K 237
2021
Q3
$184K Sell
2,305
-80
-3% -$6.39K 0.12% 92
2021
Q2
$186K Hold
2,385
0.12% 89
2021
Q1
$163K Sell
2,385
-1,615
-40% -$110K 0.12% 88
2020
Q4
$283K Buy
+4,000
New +$283K 0.23% 56