Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-125
| Closed | -$7.79K | – | 361 |
|
|
2023
Q2 | $7.79K | Hold |
125
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $6.92K | Hold |
125
| – | – | 0.01% | 402 |
|
|
2022
Q4 | $6.09K | Hold |
125
| – | – | ﹤0.01% | 378 |
|
|
2022
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $8K | Hold |
125
| – | – | 0.01% | 413 |
|
|
2021
Q4 | $9K | Hold |
125
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $8K | Hold |
125
| – | – | 0.01% | 452 |
|
|
2021
Q2 | $8K | Hold |
125
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 419 |
|