Wealthspire Advisors (Maryland)’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,345
| Closed | -$57K | – | 1207 |
|
2019
Q1 | $57K | Buy |
1,345
+875
| +186% | +$37.1K | ﹤0.01% | 850 |
|
2018
Q4 | $16K | Hold |
470
| – | – | ﹤0.01% | 1293 |
|
2018
Q3 | $19K | Sell |
470
-500
| -52% | -$20.2K | ﹤0.01% | 1320 |
|
2018
Q2 | $35K | Buy |
970
+500
| +106% | +$18K | ﹤0.01% | 1090 |
|
2018
Q1 | $16K | Hold |
470
| – | – | ﹤0.01% | 1370 |
|
2017
Q4 | $15K | Hold |
470
| – | – | ﹤0.01% | 1429 |
|
2017
Q3 | $14K | Hold |
470
| – | – | ﹤0.01% | 1438 |
|
2017
Q2 | $13K | Buy |
+470
| New | +$13K | ﹤0.01% | 1435 |
|