Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,120
| Closed | -$1.73M | – | 204 |
|
|
2023
Q3 | $1.73M | Buy |
27,120
+462
| +2% | +$29.4K | 0.28% | 59 |
|
|
2023
Q2 | $1.75M | Buy |
26,658
+4,056
| +18% | +$266K | 0.28% | 59 |
|
|
2023
Q1 | $1.28M | Sell |
22,602
-822
| -4% | -$46.5K | 0.24% | 72 |
|
|
2022
Q4 | $1.09M | Buy |
23,424
+11,730
| +100% | +$547K | 0.22% | 74 |
|
|
2022
Q3 | $539K | Buy |
11,694
+504
| +5% | +$23.2K | 0.12% | 108 |
|
|
2022
Q2 | $549K | Sell |
11,190
-10,770
| -49% | -$528K | 0.12% | 118 |
|
|
2022
Q1 | $1.42M | Sell |
21,960
-1,632
| -7% | -$106K | 0.27% | 70 |
|
|
2021
Q4 | $1.73M | Sell |
23,592
-24
| -0.1% | -$1.76K | 0.32% | 60 |
|
|
2021
Q3 | $1.59M | Buy |
23,616
+858
| +4% | +$57.7K | 0.31% | 60 |
|
|
2021
Q2 | $1.53M | Buy |
22,758
+3,786
| +20% | +$255K | 0.31% | 56 |
|
|
2021
Q1 | $1.14M | Sell |
18,972
-5,454
| -22% | -$328K | 0.27% | 79 |
|
|
2020
Q4 | $1.42M | Buy |
24,426
+4,386
| +22% | +$256K | 0.34% | 53 |
|
|
2020
Q3 | $1.03M | Sell |
20,040
-2,340
| -10% | -$121K | 0.32% | 67 |
|
|
2020
Q2 | $1.04M | Buy |
+22,380
| New | +$1.04M | 0.37% | 66 |
|