Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
4,118
+4,070
| +8,479% | +$47.4K | ﹤0.01% | 566 |
|
|
2025
Q1 | $3.71K | Hold |
48
| – | – | ﹤0.01% | 562 |
|
|
2024
Q4 | $3.9K | Hold |
48
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $3.8K | Hold |
48
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $3.61K | Hold |
48
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $3.48K | Hold |
48
| – | – | ﹤0.01% | 517 |
|
|
2023
Q4 | $3.16K | Hold |
48
| – | – | ﹤0.01% | 486 |
|
|
2023
Q3 | $2.83K | Hold |
48
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $2.93K | Hold |
48
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $2.71K | Hold |
48
| – | – | ﹤0.01% | 495 |
|
|
2022
Q4 | $2.53K | Hold |
48
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 545 |
|
|
2021
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 537 |
|
|
2021
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 613 |
|
|
2021
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 472 |
|
|
2019
Q4 | $2K | Sell |
48
-120
| -71% | -$5K | ﹤0.01% | 493 |
|
|
2019
Q3 | $7K | Hold |
168
| – | – | ﹤0.01% | 408 |
|
|
2019
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $7K | Hold |
168
| – | – | ﹤0.01% | 391 |
|
|
2018
Q4 | $6K | Buy |
+168
| New | +$6K | ﹤0.01% | 394 |
|