WealthSource Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $495K | Hold |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $514K | Hold |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $472K | Hold |
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|
2020
Q4 | $456K | Buy |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $384K | Sell |
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|
2019
Q3 | $356K | Hold |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $325K | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $306K | Hold |
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|
2018
Q1 | $305K | Buy |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $296K | Buy |
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|
2017
Q2 | $286K | Hold |
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|
2017
Q1 | $277K | Buy |
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|
2016
Q4 | $222K | Buy |
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|
2016
Q3 | $212K | Buy |
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