TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-72
| Closed | -$3K | – | 1600 |
|
|
2019
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 953 |
|
|
2019
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 896 |
|
|
2019
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 909 |
|
|
2018
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 890 |
|
|
2018
Q3 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 915 |
|