SWM
Sugarloaf Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 788 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$11K | – | 729 |
|
|
2021
Q4 | $11K | Hold |
28
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $11K | Hold |
28
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $11K | Sell |
28
-45,824
| -100% | -$18M | ﹤0.01% | 481 |
|
|
2021
Q1 | $10 | Buy |
+45,852
| New | +$10 | ﹤0.01% | 496 |
|