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Empirical Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Empirical Wealth Management’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,400
Closed -$228K – 240
2018
Q4 		$228K Hold
6,400
– – 0.04% 176
2018
Q3 		$269K Hold
6,400
– – 0.05% 172
2018
Q2 		$246K Hold
6,400
– – 0.05% 165
2018
Q1 		$245K Buy
+6,400
New +$245K 0.05% 149