Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | $198K | Sell |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | $155K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $178K | Sell |
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|
2019
Q3 | $173K | Sell |
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|
2019
Q2 | $273K | Buy |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $195K | Buy |
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|
2018
Q3 | $13K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $34K | Sell |
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|
2017
Q2 | $152K | Buy |
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|
2017
Q1 | $49K | Sell |
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|
2016
Q4 | $76K | Buy |
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|
2016
Q3 | $59K | Buy |
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|
2016
Q2 | $6K | Hold |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $16K | Hold |
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|
2015
Q2 | $18K | Hold |
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|
2015
Q1 | $18K | Sell |
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|
2014
Q4 | $85K | Sell |
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|
2014
Q3 | $81K | Buy |
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