Venturi Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-150
| Closed | -$15.3K | – | 1184 |
|
2024
Q4 | $15.3K | Hold |
150
| – | – | ﹤0.01% | 1330 |
|
2024
Q3 | $14.4K | Hold |
150
| – | – | ﹤0.01% | 1106 |
|
2024
Q2 | $14.1K | Hold |
150
| – | – | ﹤0.01% | 1023 |
|
2024
Q1 | $12.9K | Hold |
150
| – | – | ﹤0.01% | 862 |
|
2023
Q4 | $11.2K | Hold |
150
| – | – | ﹤0.01% | 853 |
|
2023
Q3 | $9.56K | Hold |
150
| – | – | ﹤0.01% | 815 |
|
2023
Q2 | $9.82K | Hold |
150
| – | – | ﹤0.01% | 656 |
|
2023
Q1 | $8.48K | Buy |
+150
| New | +$8.48K | ﹤0.01% | 743 |
|