WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$4K | – | 277 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2018
Q3 | $4K | Sell |
100
-336
| -77% | -$13.4K | ﹤0.01% | 232 |
|
|
2018
Q2 | $17K | Hold |
436
| – | – | 0.01% | 189 |
|
|
2018
Q1 | $17K | Hold |
436
| – | – | 0.01% | 185 |
|
|
2017
Q4 | $17K | Buy |
+436
| New | +$17K | 0.01% | 184 |
|