Financial Advocates Investment Management’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-57,584
| Closed | -$1.84M | – | 519 |
|
|
2019
Q3 | $1.84M | Sell |
57,584
-1,644
| -3% | -$52.5K | 0.21% | 117 |
|
|
2019
Q2 | $1.88M | Buy |
59,228
+2,452
| +4% | +$77.9K | 0.22% | 119 |
|
|
2019
Q1 | $1.76M | Buy |
56,776
+1,517
| +3% | +$47.1K | 0.22% | 120 |
|
|
2018
Q4 | $1.54M | Sell |
55,259
-1,975
| -3% | -$55K | 0.21% | 124 |
|
|
2018
Q3 | $1.92M | Buy |
57,234
+3,336
| +6% | +$112K | 0.21% | 110 |
|
|
2018
Q2 | $1.73M | Buy |
53,898
+7,059
| +15% | +$226K | 0.21% | 113 |
|
|
2018
Q1 | $1.48M | Buy |
46,839
+21,444
| +84% | +$675K | 0.19% | 120 |
|
|
2017
Q4 | $807K | Buy |
+25,395
| New | +$807K | 0.11% | 194 |
|