Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,112
| Closed | -$67K | – | 611 |
|
|
2021
Q3 | $67K | Hold |
1,112
| – | – | 0.02% | 368 |
|
|
2021
Q2 | $68K | Hold |
1,112
| – | – | 0.03% | 268 |
|
|
2021
Q1 | $59K | Hold |
1,112
| – | – | 0.03% | 252 |
|
|
2020
Q4 | $59K | Hold |
1,112
| – | – | 0.03% | 250 |
|
|
2020
Q3 | $54K | Hold |
1,112
| – | – | 0.03% | 219 |
|
|
2020
Q2 | $49K | Hold |
1,112
| – | – | 0.03% | 226 |
|
|
2020
Q1 | $41K | Hold |
1,112
| – | – | 0.04% | 233 |
|
|
2019
Q4 | $51K | Hold |
1,112
| – | – | 0.04% | 242 |
|
|
2019
Q3 | $47K | Hold |
1,112
| – | – | 0.04% | 234 |
|
|
2019
Q2 | $46K | Hold |
1,112
| – | – | 0.04% | 256 |
|
|
2019
Q1 | $44K | Hold |
1,112
| – | – | 0.03% | 215 |
|
|
2018
Q4 | $39K | Buy |
+1,112
| New | +$39K | 0.03% | 214 |
|