Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $203K | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $301K | Sell |
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|
2018
Q2 | $375K | Sell |
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|
2018
Q1 | $611K | Buy |
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|
2017
Q4 | $626K | Buy |
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|
2017
Q3 | $378K | Buy |
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|
2017
Q2 | $290K | Sell |
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|
2017
Q1 | $356K | Buy |
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|
2016
Q4 | $278K | Sell |
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|
2016
Q3 | $288K | Buy |
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|
2016
Q2 | $262K | Buy |
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