Jacobus Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $209K | Hold |
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|
2017
Q2 | $202K | Hold |
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|
2017
Q1 | $202K | Sell |
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|
2016
Q4 | $693K | Hold |
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|
2016
Q3 | $649K | Hold |
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|
2016
Q2 | $638K | Hold |
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|
2016
Q1 | $618K | Hold |
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|
2015
Q4 | $602K | Hold |
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|
2015
Q3 | $568K | Hold |
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|
2015
Q2 | $618K | Hold |
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|
2015
Q1 | $617K | Hold |
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|
2014
Q4 | $634K | Hold |
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|
2014
Q3 | $623K | Hold |
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|
2014
Q2 | $624K | Hold |
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|
2014
Q1 | $601K | Hold |
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|
2013
Q4 | $592K | Hold |
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|
2013
Q3 | $540K | Hold |
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|
2013
Q2 | $535K | Buy |
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