Walled Lake Planning & 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
Q2 | – | Sell |
-3,646
| Closed | -$331K | – | 143 |
|
|
2025
Q1 | $331K | Sell |
3,646
-3,375
| -48% | -$306K | 0.12% | 94 |
|
|
2024
Q4 | $717K | Buy |
7,021
+276
| +4% | +$28.2K | 0.27% | 56 |
|
|
2024
Q3 | $647K | Buy |
6,745
+251
| +4% | +$24.1K | 0.24% | 55 |
|
|
2024
Q2 | $612K | Buy |
6,494
+570
| +10% | +$53.8K | 0.25% | 52 |
|
|
2024
Q1 | $511K | Buy |
5,924
+884
| +18% | +$76.2K | 0.21% | 55 |
|
|
2023
Q4 | $376K | Sell |
5,040
-36
| -0.7% | -$2.69K | 0.18% | 65 |
|
|
2023
Q3 | $323K | Buy |
5,076
+102
| +2% | +$6.5K | 0.16% | 63 |
|
|
2023
Q2 | $326K | Buy |
4,974
+702
| +16% | +$45.9K | 0.16% | 62 |
|
|
2023
Q1 | $242K | Buy |
+4,272
| New | +$242K | 0.13% | 73 |
|
|
2022
Q1 | – | Sell |
-3,750
| Closed | -$274K | – | 94 |
|
|
2021
Q4 | $274K | Buy |
3,750
+3,366
| +877% | +$246K | 0.16% | 72 |
|
|
2021
Q3 | $26K | Buy |
+384
| New | +$26K | 0.02% | 202 |
|