Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $250K | Hold |
4,245
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $259K | Hold |
4,245
| – | – | 0.05% | 138 |
|
|
2023
Q1 | $239K | Hold |
4,245
| – | – | 0.05% | 144 |
|
|
2022
Q4 | $226K | Hold |
4,245
| – | – | 0.05% | 146 |
|
|
2022
Q3 | $213K | Hold |
4,245
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $224K | Hold |
4,245
| – | – | 0.06% | 141 |
|
|
2022
Q1 | $263K | Hold |
4,245
| – | – | 0.05% | 197 |
|
|
2021
Q4 | $283K | Hold |
4,245
| – | – | 0.05% | 191 |
|
|
2021
Q3 | $261K | Hold |
4,245
| – | – | 0.05% | 192 |
|
|
2021
Q2 | $258K | Buy |
4,245
+1
| +0% | +$61 | 0.06% | 188 |
|
|
2021
Q1 | $238K | Hold |
4,244
| – | – | 0.06% | 183 |
|
|
2020
Q4 | $230K | Hold |
4,244
| – | – | 0.06% | 178 |
|
|
2020
Q3 | $208K | Buy |
+4,244
| New | +$208K | 0.06% | 182 |
|