Baystate Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $838K | Buy |
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|
2019
Q2 | $846K | Sell |
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|
2019
Q1 | $824K | Sell |
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|
2018
Q4 | $748K | Sell |
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|
2018
Q3 | $793K | Sell |
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|
2018
Q2 | $828K | Sell |
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|
2018
Q1 | $772K | Sell |
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|
2017
Q4 | $986K | Sell |
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|
2017
Q3 | $871K | Buy |
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|
2017
Q2 | $825K | Buy |
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|
2017
Q1 | $643K | Sell |
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|
2016
Q4 | $47.2M | Buy |
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|
2016
Q3 | $44.2M | Buy |
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|
2016
Q2 | $41.8M | Sell |
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|
2016
Q1 | $42.3M | Buy |
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|
2015
Q4 | $38M | Buy |
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|
2015
Q3 | $33.2M | Buy |
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|
2015
Q2 | $30.5M | Buy |
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|
2015
Q1 | $27M | Buy |
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|
2014
Q4 | $23.8M | Buy |
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|
2014
Q3 | $22.5M | Buy |
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|
2014
Q2 | $20.8M | Buy |
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|
2014
Q1 | $18.1M | Buy |
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|
2013
Q4 | $17.3M | Buy |
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|
2013
Q3 | $14.5M | Buy |
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|
2013
Q2 | $12.5M | Buy |
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