Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-800
| Closed | -$45.1K | – | 764 |
|
|
2023
Q1 | $45.1K | Buy |
+800
| New | +$45.1K | 0.01% | 192 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$13K | – | 575 |
|
|
2021
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 240 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 248 |
|