Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $288K | Buy |
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