YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,575
| Closed | -$206K | – | 284 |
|
|
2021
Q3 | $206K | Hold |
2,575
| – | – | 0.05% | 254 |
|
|
2021
Q2 | $201K | Buy |
+2,575
| New | +$201K | 0.05% | 244 |
|
|
2019
Q3 | – | Sell |
-625
| Closed | -$27K | – | 397 |
|
|
2019
Q2 | $27K | Hold |
625
| – | – | 0.01% | 434 |
|
|
2019
Q1 | $26K | Hold |
625
| – | – | 0.01% | 429 |
|
|
2018
Q4 | $22K | Sell |
625
-50
| -7% | -$1.76K | 0.01% | 441 |
|
|
2018
Q3 | $28K | Hold |
675
| – | – | 0.01% | 440 |
|
|
2018
Q2 | $25K | Hold |
675
| – | – | 0.01% | 473 |
|
|
2018
Q1 | $23K | Hold |
675
| – | – | 0.01% | 487 |
|
|
2017
Q4 | $22K | Hold |
675
| – | – | 0.01% | 483 |
|
|
2017
Q3 | $20K | Buy |
675
+250
| +59% | +$7.41K | 0.01% | 520 |
|
|
2017
Q2 | $11K | Hold |
425
| – | – | 0.01% | 617 |
|
|
2017
Q1 | $11K | Hold |
425
| – | – | 0.01% | 609 |
|
|
2016
Q4 | $10K | Buy |
+425
| New | +$10K | 0.01% | 585 |
|