Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-305
| Closed | -$11K | – | 453 |
|
|
2019
Q1 | $11K | Buy |
+305
| New | +$11K | ﹤0.01% | 651 |
|
|
2018
Q3 | – | Sell |
-305
| Closed | -$11K | – | 484 |
|
|
2018
Q2 | $11K | Buy |
+305
| New | +$11K | ﹤0.01% | 684 |
|
|
2018
Q1 | – | Sell |
-305
| Closed | -$10K | – | 483 |
|
|
2017
Q4 | $10K | Buy |
+305
| New | +$10K | 0.01% | 704 |
|