Moisand Fitzgerald Tamayo’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$55.4K | – | 765 |
|
|
2023
Q1 | $55.4K | Buy |
+1,000
| New | +$55.4K | 0.01% | 167 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$18K | – | 576 |
|
|
2021
Q4 | $18K | Hold |
250
| – | – | 0.01% | 212 |
|
|
2021
Q3 | $16K | Hold |
250
| – | – | 0.01% | 215 |
|
|
2021
Q2 | $16K | Buy |
+250
| New | +$16K | 0.01% | 225 |
|