Advisor Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.71M | Sell |
32,504
-1,500
| -4% | -$78.7K | 0.01% | 891 |
|
|
2019
Q3 | $1.68M | Buy |
34,004
+100
| +0.3% | +$4.95K | 0.01% | 834 |
|
|
2019
Q2 | $1.65M | Sell |
33,904
-4,900
| -13% | -$238K | 0.01% | 845 |
|
|
2019
Q1 | $1.83M | Sell |
38,804
-2,392
| -6% | -$112K | 0.02% | 760 |
|
|
2018
Q4 | $1.67M | Buy |
41,196
+1,392
| +3% | +$56.3K | 0.02% | 709 |
|
|
2018
Q3 | $1.89M | Sell |
39,804
-5,376
| -12% | -$255K | 0.02% | 661 |
|
|
2018
Q2 | $2.08M | Sell |
45,180
-2,652
| -6% | -$122K | 0.03% | 535 |
|
|
2018
Q1 | $2.17M | Buy |
47,832
+4,180
| +10% | +$190K | 0.03% | 532 |
|
|
2017
Q4 | $2.03M | Buy |
43,652
+10,248
| +31% | +$476K | 0.03% | 558 |
|
|
2017
Q3 | $1.46M | Buy |
33,404
+3,424
| +11% | +$150K | 0.02% | 632 |
|
|
2017
Q2 | $1.27M | Buy |
29,980
+1,768
| +6% | +$74.6K | 0.02% | 642 |
|
|
2017
Q1 | $1.18M | Sell |
28,212
-6,792
| -19% | -$283K | 0.02% | 642 |
|
|
2016
Q4 | $1.38M | Sell |
35,004
-15,060
| -30% | -$593K | 0.03% | 540 |
|
|
2016
Q3 | $1.93M | Buy |
50,064
+28,248
| +129% | +$1.09M | 0.05% | 416 |
|
|
2016
Q2 | $811K | Buy |
+21,816
| New | +$811K | 0.02% | 692 |
|