Valtinson Bruner Financial Planning’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,618
Closed -$204K 117
2022
Q3
$204K Sell
3,618
-550
-13% -$31K 0.13% 97
2022
Q2
$252K Buy
+4,168
New +$252K 0.15% 85