Laurel Wealth Advisors (California)’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,567
| Closed | -$367K | – | 442 |
|
|
2019
Q2 | $367K | Buy |
11,567
+1,571
| +16% | +$49.8K | 0.08% | 258 |
|
|
2019
Q1 | $310K | Hold |
9,996
| – | – | 0.08% | 274 |
|
|
2018
Q4 | $278K | Buy |
9,996
+1,200
| +14% | +$33.4K | 0.08% | 255 |
|
|
2018
Q3 | $295K | Buy |
8,796
+1,486
| +20% | +$49.8K | 0.07% | 275 |
|
|
2018
Q2 | $233K | Buy |
7,310
+730
| +11% | +$23.3K | 0.06% | 324 |
|
|
2018
Q1 | $207K | Buy |
+6,580
| New | +$207K | 0.06% | 325 |
|