WealthSource Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.01M | Buy |
13,500
+2,220
| +20% | +$166K | 0.07% | 196 |
|
|
2023
Q3 | $718K | Sell |
11,280
-3,846
| -25% | -$245K | 0.05% | 238 |
|
|
2023
Q2 | $990K | Sell |
15,126
-6
| -0% | -$393 | 0.07% | 194 |
|
|
2023
Q1 | $856K | Buy |
15,132
+474
| +3% | +$26.8K | 0.06% | 214 |
|
|
2022
Q4 | $684K | Buy |
+14,658
| New | +$684K | 0.05% | 247 |
|
|
2017
Q4 | – | Sell |
-9,228
| Closed | -$239K | – | 315 |
|
|
2017
Q3 | $239K | Buy |
+9,228
| New | +$239K | 0.08% | 238 |
|