Capital Investment Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-760
| Closed | -$28K | – | 597 |
|
|
2020
Q1 | $28K | Hold |
760
| – | – | 0.01% | 417 |
|
|
2019
Q4 | $35K | Hold |
760
| – | – | 0.01% | 411 |
|
|
2019
Q3 | $32K | Hold |
760
| – | – | 0.01% | 671 |
|
|
2019
Q2 | $32K | Hold |
760
| – | – | 0.01% | 655 |
|
|
2019
Q1 | $30K | Hold |
760
| – | – | 0.01% | 588 |
|
|
2018
Q4 | $27K | Buy |
+760
| New | +$27K | 0.01% | 576 |
|