LFS
Legacy Financial Strategies’s iShares Morningstar Growth ETF ILCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,021
| Closed | -$296K | – | 67 |
|
|
2020
Q4 | $296K | Hold |
1,021
| – | – | 0.15% | 56 |
|
|
2020
Q3 | $273K | Sell |
1,021
-296
| -22% | -$79.1K | 0.16% | 56 |
|
|
2020
Q2 | $309K | Hold |
1,317
| – | – | 0.24% | 51 |
|
|
2020
Q1 | $245K | Sell |
1,317
-3,271
| -71% | -$609K | 0.23% | 51 |
|
|
2019
Q4 | $963K | Buy |
+4,588
| New | +$963K | 0.78% | 19 |
|