Tyler-Stone Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-170
| Closed | -$14.8K | – | 577 |
|
2024
Q2 | $14.8K | Hold |
170
| – | – | 0.01% | 569 |
|
2024
Q1 | $14.5K | Hold |
170
| – | – | 0.01% | 572 |
|
2023
Q4 | $13.8K | Buy |
170
+50
| +42% | +$4.06K | 0.01% | 564 |
|
2023
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 637 |
|
2023
Q2 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 638 |
|
2022
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 625 |
|
2022
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 613 |
|
2022
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 631 |
|
2022
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 602 |
|
2021
Q4 | $10K | Buy |
+120
| New | +$10K | 0.01% | 608 |
|