TWA
TCI Wealth Advisors’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
Q3 | – | Sell |
-20
| Closed | -$5K | – | 2407 |
|
|
2022
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 1488 |
|
|
2021
Q2 | – | Sell |
-63
| Closed | -$22K | – | 2358 |
|
|
2021
Q1 | $22K | Buy |
63
+13
| +26% | +$4.54K | 0.01% | 529 |
|
|
2020
Q4 | $18K | Buy |
+50
| New | +$18K | 0.01% | 494 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$233K | – | 1597 |
|
|
2019
Q4 | $233K | Buy |
+1,000
| New | +$233K | 0.09% | 156 |
|