WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-240
| Closed | -$4K | – | 1652 |
|
|
2015
Q2 | $4K | Hold |
240
| – | – | ﹤0.01% | 1381 |
|
|
2015
Q1 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 1412 |
|
|
2014
Q1 | – | Sell |
-3,654
| Closed | -$55K | – | 2080 |
|
|
2013
Q4 | $55K | Buy |
3,654
+798
| +28% | +$12K | 0.01% | 964 |
|
|
2013
Q3 | $38K | Buy |
2,856
+252
| +10% | +$3.35K | 0.01% | 1025 |
|
|
2013
Q2 | $32K | Buy |
+2,604
| New | +$32K | 0.01% | 1046 |
|