Atlas Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $674K | Buy |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $435K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $64K | Sell |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $63K | Sell |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $51K | Buy |
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