IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,832
| Closed | -$261K | – | 479 |
|
|
2020
Q4 | $261K | Sell |
4,832
-16,520
| -77% | -$892K | 0.04% | 376 |
|
|
2020
Q3 | $1.04M | Sell |
21,352
-224
| -1% | -$10.9K | 0.17% | 139 |
|
|
2020
Q2 | $941K | Buy |
21,576
+4
| +0% | +$174 | 0.17% | 142 |
|
|
2020
Q1 | $790K | Buy |
21,572
+384
| +2% | +$14.1K | 0.18% | 143 |
|
|
2019
Q4 | $977K | Sell |
21,188
-96
| -0.5% | -$4.43K | 0.18% | 139 |
|
|
2019
Q3 | $893K | Buy |
+21,284
| New | +$893K | 0.17% | 144 |
|