WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35
| Closed | -$2.42K | – | 693 |
|
|
2023
Q2 | $2.42K | Hold |
35
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q1 | $2.13K | Buy |
+35
| New | +$2.13K | ﹤0.01% | 1123 |
|
|
2018
Q4 | – | Sell |
-6,140
| Closed | -$208K | – | 263 |
|
|
2018
Q3 | $208K | Buy |
6,140
+45
| +0.7% | +$1.52K | 0.04% | 237 |
|
|
2018
Q2 | $223K | Buy |
+6,095
| New | +$223K | 0.05% | 229 |
|
|
2016
Q3 | $4.08K | Sell |
180
-180
| -50% | -$4.08K | ﹤0.01% | 760 |
|
|
2016
Q2 | $3.79K | Buy |
+360
| New | +$3.79K | ﹤0.01% | 2078 |
|