Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $371K | Hold |
10,380
| – | – | 0.02% | 159 |
|
|
2015
Q3 | $358K | Hold |
10,380
| – | – | 0.02% | 159 |
|
|
2015
Q2 | $392K | Hold |
10,380
| – | – | 0.02% | 155 |
|
|
2015
Q1 | $399K | Hold |
10,380
| – | – | 0.02% | 183 |
|
|
2014
Q4 | $383K | Hold |
10,380
| – | – | 0.02% | 198 |
|
|
2014
Q3 | $361K | Buy |
10,380
+1,260
| +14% | +$43.8K | 0.02% | 201 |
|
|
2014
Q2 | $322K | Buy |
+9,120
| New | +$322K | 0.02% | 214 |
|