US Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-424
| Closed | -$13K | – | 193 |
|
|
2016
Q1 | $13K | Sell |
424
-20
| -5% | -$613 | 0.02% | 190 |
|
|
2015
Q4 | $13K | Sell |
444
-72
| -14% | -$2.11K | 0.01% | 288 |
|
|
2015
Q3 | $14K | Sell |
516
-44
| -8% | -$1.19K | 0.02% | 235 |
|
|
2015
Q2 | $17K | Hold |
560
| – | – | 0.02% | 198 |
|
|
2015
Q1 | $17K | Hold |
560
| – | – | 0.02% | 211 |
|
|
2014
Q4 | $17K | Buy |
+560
| New | +$17K | 0.02% | 203 |
|