Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-400
| Closed | -$18K | – | 1114 |
|
|
2018
Q3 | $18K | Hold |
400
| – | – | 0.01% | 682 |
|
|
2018
Q2 | $16K | Hold |
400
| – | – | 0.01% | 711 |
|
|
2018
Q1 | $15.3K | Hold |
400
| – | – | 0.01% | 699 |
|
|
2017
Q4 | $15.9K | Hold |
400
| – | – | 0.01% | 712 |
|
|
2017
Q3 | $15.1K | Sell |
400
-400
| -50% | -$15.1K | 0.01% | 729 |
|
|
2017
Q2 | $28.8K | Buy |
+800
| New | +$28.8K | 0.01% | 677 |
|