TWA
TCI Wealth Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-24
| Closed | -$2K | – | 2390 |
|
|
2021
Q3 | $2K | Buy |
24
+6
| +33% | +$500 | ﹤0.01% | 2118 |
|
|
2021
Q2 | $1K | Buy |
18
+9
| +100% | +$500 | ﹤0.01% | 2200 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1249 |
|