Treybourne Wealth Planners’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
2021
Q2
$2.39M Sell
36,945
-415
-1% -$26.9K 1.48% 13
2021
Q1
$2.16M Sell
37,360
-925
-2% -$53.4K 1.49% 13
2020
Q4
$2.22M Buy
+38,285
New +$2.22M 1.6% 15