Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-171
| Closed | -$13.1K | – | 1005 |
|
|
2024
Q2 | $13.1K | Hold |
171
| – | – | ﹤0.01% | 616 |
|
|
2024
Q1 | $13.2K | Buy |
171
+1
| +0.6% | +$77 | ﹤0.01% | 584 |
|
|
2023
Q4 | $12K | Buy |
170
+2
| +1% | +$142 | ﹤0.01% | 561 |
|
|
2023
Q3 | $10.9K | Hold |
168
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $11.2K | Hold |
168
| – | – | ﹤0.01% | 567 |
|
|
2023
Q1 | $10.7K | Buy |
+168
| New | +$10.7K | ﹤0.01% | 574 |
|