Laurel Wealth Advisors (North Carolina)’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
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|
2025
Q1 | $3.71K | Hold |
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|
2024
Q4 | $3.9K | Hold |
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|
2024
Q3 | $3.8K | Hold |
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|
2024
Q2 | $3.61K | Hold |
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|
2024
Q1 | $3.48K | Hold |
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|
2023
Q4 | $3.16K | Hold |
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|
2023
Q3 | $2.83K | Hold |
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|
2023
Q2 | $2.93K | Hold |
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|
2023
Q1 | $2.71K | Hold |
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|
2022
Q4 | $2.53K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Sell |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Buy |
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