Annapolis Financial Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $53.2K | Hold |
|
|||||
|
2024
Q2 | $49.1K | Hold |
|
|||||
|
2024
Q1 | $51K | Hold |
|
|||||
|
2023
Q4 | $47K | Hold |
|
|||||
|
2023
Q3 | $41.8K | Hold |
|
|||||
|
2023
Q2 | $44.3K | Hold |
|
|||||
|
2023
Q1 | $42.4K | Sell |
|
|||||
|
2022
Q4 | $75.1K | Hold |
|
|||||
|
2022
Q3 | $69K | Buy |
|
|||||
|
2022
Q2 | $39K | Hold |
|
|||||
|
2022
Q1 | $47K | Hold |
|
|||||
|
2021
Q4 | $50K | Hold |
|
|||||
|
2021
Q3 | $47K | Hold |
|
|||||
|
2021
Q2 | $47K | Hold |
|
|||||
|
2021
Q1 | $44K | Hold |
|
|||||
|
2020
Q4 | $41K | Buy |
|