Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $208K | Buy |
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