Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,995
| Closed | -$267K | – | 724 |
|
|
2020
Q3 | $267K | Sell |
4,995
-78,310
| -94% | -$4.19M | 0.02% | 493 |
|
|
2020
Q2 | $3.91M | Buy |
+83,305
| New | +$3.91M | 0.37% | 57 |
|
|
2020
Q1 | – | Sell |
-4,980
| Closed | -$209K | – | 504 |
|
|
2019
Q4 | $209K | Buy |
+4,980
| New | +$209K | 0.02% | 475 |
|
|
2019
Q1 | – | Sell |
-87,040
| Closed | -$2.76M | – | 463 |
|
|
2018
Q4 | $2.76M | Buy |
+87,040
| New | +$2.76M | 0.38% | 74 |
|