Gunderson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,455
| Closed | -$200K | – | 56 |
|
|
2020
Q4 | $200K | Buy |
+3,455
| New | +$200K | 0.13% | 46 |
|
|
2020
Q1 | – | Sell |
-12,995
| Closed | -$546K | – | 41 |
|
|
2019
Q4 | $546K | Sell |
12,995
-745
| -5% | -$31.3K | 0.6% | 31 |
|
|
2019
Q3 | $526K | Sell |
13,740
-1,535
| -10% | -$58.8K | 0.52% | 29 |
|
|
2019
Q2 | $586K | Sell |
15,275
-30
| -0.2% | -$1.15K | 0.51% | 30 |
|
|
2019
Q1 | $560K | Buy |
+15,305
| New | +$560K | 0.49% | 40 |
|