Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30
| Closed | -$2K | – | 493 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 833 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 876 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 752 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 741 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 710 |
|
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 670 |
|