UFA
US Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-16,889
| Closed | -$2.03M | – | 544 |
|
|
2015
Q4 | $2.03M | Buy |
16,889
+302
| +2% | +$36.3K | 1.93% | 14 |
|
|
2015
Q3 | $1.86M | Buy |
16,587
+1,000
| +6% | +$112K | 3.09% | 6 |
|
|
2015
Q2 | $1.85M | Buy |
15,587
+212
| +1% | +$25.2K | 1.75% | 14 |
|
|
2015
Q1 | $1.82M | Buy |
15,375
+1
| +0% | +$118 | 1.65% | 15 |
|
|
2014
Q4 | $1.74M | Buy |
+15,374
| New | +$1.74M | 1.55% | 15 |
|