Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,708
| Closed | -$241K | – | 696 |
|
|
2022
Q1 | $241K | Sell |
3,708
-776
| -17% | -$50.4K | 0.02% | 651 |
|
|
2021
Q4 | $322K | Sell |
4,484
-16
| -0.4% | -$1.15K | 0.02% | 594 |
|
|
2021
Q3 | $295K | Sell |
4,500
-5
| -0.1% | -$328 | 0.05% | 341 |
|
|
2021
Q2 | $292K | Sell |
4,505
-10
| -0.2% | -$648 | 0.04% | 407 |
|
|
2021
Q1 | $260K | Buy |
+4,515
| New | +$260K | 0.04% | 382 |
|