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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,768
Closed -$158K 467
2019
Q3
$158K Hold
3,768
0.05% 237
2019
Q2
$155K Hold
3,768
0.05% 263
2019
Q1
$151K Buy
+3,768
New +$151K 0.05% 259