WWM
WT Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,747
| Closed | -$471K | – | 96 |
|
|
2022
Q2 | $471K | Sell |
1,747
-197
| -10% | -$53.1K | 0.23% | 85 |
|
|
2022
Q1 | $670K | Sell |
1,944
-25
| -1% | -$8.62K | 0.26% | 84 |
|
|
2021
Q4 | $783K | Buy |
1,969
+63
| +3% | +$25.1K | 0.29% | 78 |
|
|
2021
Q3 | $761K | Buy |
1,906
+79
| +4% | +$31.5K | 0.29% | 84 |
|
|
2021
Q2 | $713K | Sell |
1,827
-309
| -14% | -$121K | 0.29% | 90 |
|
|
2021
Q1 | $729K | Sell |
2,136
-150
| -7% | -$51.2K | 0.34% | 85 |
|
|
2020
Q4 | $809K | Sell |
2,286
-248
| -10% | -$87.8K | 0.44% | 73 |
|
|
2020
Q3 | $788K | Buy |
2,534
+18
| +0.7% | +$5.6K | 0.52% | 54 |
|
|
2020
Q2 | $715K | Buy |
2,516
+161
| +7% | +$45.8K | 0.58% | 43 |
|
|
2020
Q1 | $495K | Buy |
2,355
+275
| +13% | +$57.8K | 0.52% | 44 |
|
|
2019
Q4 | $484K | Buy |
2,080
+140
| +7% | +$32.6K | 0.37% | 49 |
|
|
2019
Q3 | $410K | Buy |
+1,940
| New | +$410K | 0.36% | 55 |
|