Avantax Planning Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-690
| Closed | -$26K | – | 718 |
|
|
2018
Q3 | $26K | Buy |
+690
| New | +$26K | ﹤0.01% | 638 |
|
|
2018
Q2 | – | Sell |
-690
| Closed | -$23K | – | 811 |
|
|
2018
Q1 | $23K | Buy |
+690
| New | +$23K | ﹤0.01% | 725 |
|
|
2017
Q4 | – | Sell |
-13,485
| Closed | -$395K | – | 330 |
|
|
2017
Q3 | $395K | Buy |
+13,485
| New | +$395K | 0.03% | 241 |
|