TA
Tiedemann Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $573K | Sell |
1,498
-437
| -23% | -$167K | 0.02% | 160 |
|
|
2023
Q2 | $760K | Buy |
+1,935
| New | +$760K | 0.03% | 136 |
|
|
2022
Q2 | – | Sell |
-2,226
| Closed | -$866K | – | 265 |
|
|
2022
Q1 | $866K | Buy |
2,226
+73
| +3% | +$28.4K | 0.04% | 151 |
|
|
2021
Q4 | $946K | Hold |
2,153
| – | – | 0.05% | 146 |
|
|
2021
Q3 | $870K | Sell |
2,153
-351
| -14% | -$142K | 0.05% | 149 |
|
|
2021
Q2 | $1.01M | Sell |
2,504
-100
| -4% | -$40.4K | 0.04% | 173 |
|
|
2021
Q1 | $940K | Sell |
2,604
-685
| -21% | -$247K | 0.04% | 170 |
|
|
2020
Q4 | $1.15M | Sell |
3,289
-569
| -15% | -$199K | 0.06% | 139 |
|
|
2020
Q3 | $1.19M | Buy |
3,858
+308
| +9% | +$95.2K | 0.06% | 159 |
|
|
2020
Q2 | $991K | Sell |
3,550
-78
| -2% | -$21.8K | 0.05% | 164 |
|
|
2020
Q1 | $768K | Buy |
3,628
+1,901
| +110% | +$402K | 0.05% | 176 |
|
|
2019
Q4 | $420K | Buy |
1,727
+30
| +2% | +$7.3K | 0.02% | 220 |
|
|
2019
Q3 | $368K | Buy |
+1,697
| New | +$368K | 0.02% | 241 |
|
|
2017
Q1 | – | Sell |
-35,367
| Closed | -$4.38M | – | 407 |
|
|
2016
Q4 | $4.38M | Hold |
35,367
| – | – | 0.44% | 48 |
|
|
2016
Q3 | $4.4M | Buy |
+35,367
| New | +$4.4M | 0.91% | 17 |
|