U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,379
| Closed | -$228K | – | 815 |
|
|
2024
Q3 | $228K | Sell |
2,379
-22,281
| -90% | -$2.14M | 0.01% | 649 |
|
|
2024
Q2 | $2.33M | Buy |
24,660
+1,026
| +4% | +$96.8K | 0.09% | 214 |
|
|
2024
Q1 | $2.04M | Buy |
23,634
+126
| +0.5% | +$10.9K | 0.08% | 225 |
|
|
2023
Q4 | $1.76M | Buy |
+23,508
| New | +$1.76M | 0.07% | 257 |
|
|
2023
Q1 | – | Sell |
-1,584
| Closed | -$73.9K | – | 1051 |
|
|
2022
Q4 | $73.9K | Buy |
+1,584
| New | +$73.9K | ﹤0.01% | 789 |
|