TW
Transform Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,871
| Closed | -$759K | – | 232 |
|
|
2023
Q4 | $759K | Sell |
1,871
-186
| -9% | -$75.4K | 0.07% | 141 |
|
|
2023
Q3 | $702K | Buy |
+2,057
| New | +$702K | 0.07% | 146 |
|
|
2020
Q1 | – | Sell |
-4,466
| Closed | -$1.04M | – | 224 |
|
|
2019
Q4 | $1.04M | Sell |
4,466
-307
| -6% | -$71.6K | 0.17% | 119 |
|
|
2019
Q3 | $1.01M | Sell |
4,773
-3,577
| -43% | -$758K | 0.18% | 115 |
|
|
2019
Q2 | $1.82M | Buy |
+8,350
| New | +$1.82M | 0.27% | 100 |
|