United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,474
| Closed | -$299K | – | 1062 |
|
|
2024
Q1 | $299K | Buy |
+3,474
| New | +$299K | ﹤0.01% | 869 |
|
|
2019
Q4 | – | Sell |
-666
| Closed | -$24K | – | 1381 |
|
|
2019
Q3 | $24K | Buy |
+666
| New | +$24K | ﹤0.01% | 1265 |
|
|
2016
Q1 | – | Sell |
-476,532
| Closed | -$8.79M | – | 1239 |
|
|
2015
Q4 | $8.79M | Buy |
+476,532
| New | +$8.79M | 0.1% | 227 |
|