BPB
Badgley, Phelps & Bell’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,460
| Closed | -$235K | – | 194 |
|
|
2019
Q3 | $235K | Hold |
1,460
| – | – | 0.01% | 178 |
|
|
2019
Q2 | $230K | Hold |
1,460
| – | – | 0.01% | 185 |
|
|
2019
Q1 | $227K | Hold |
1,460
| – | – | 0.01% | 188 |
|
|
2018
Q4 | $203K | Hold |
1,460
| – | – | 0.01% | 183 |
|
|
2018
Q3 | $236K | Buy |
+1,460
| New | +$236K | 0.01% | 172 |
|