DB Wealth Management Group’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.8K | Sell |
|
|||||
|
2023
Q3 | $60.7K | Sell |
|
|||||
|
2023
Q2 | $93.6K | Buy |
|
|||||
|
2023
Q1 | $88.2K | Hold |
|
|||||
|
2022
Q4 | $87.3K | Sell |
|
|||||
|
2022
Q3 | $83K | Buy |
|
|||||
|
2022
Q2 | $87K | Hold |
|
|||||
|
2022
Q1 | $99K | Hold |
|
|||||
|
2021
Q4 | $101K | Sell |
|
|||||
|
2021
Q3 | $94K | Sell |
|
|||||
|
2021
Q2 | $102K | Buy |
|
|||||
|
2021
Q1 | $86K | Buy |
|
|||||
|
2020
Q4 | $77K | Buy |
|