Windham Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $327K | Hold |
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|
2021
Q4 | $345K | Hold |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $208K | Buy |
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