WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-205
| Closed | -$6K | – | 278 |
|
|
2018
Q4 | $6K | Hold |
205
| – | – | ﹤0.01% | 211 |
|
|
2018
Q3 | $8K | Sell |
205
-385
| -65% | -$15K | ﹤0.01% | 214 |
|
|
2018
Q2 | $21K | Sell |
590
-420
| -42% | -$14.9K | 0.01% | 181 |
|
|
2018
Q1 | $33K | Sell |
1,010
-420
| -29% | -$13.7K | 0.02% | 165 |
|
|
2017
Q4 | $45K | Buy |
+1,430
| New | +$45K | 0.03% | 157 |
|