Bank of Montreal’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-300
| Closed | -$22.2K | – | 3252 |
|
2025
Q1 | $22.2K | Hold |
300
| – | – | ﹤0.01% | 2912 |
|
2024
Q4 | $22.8K | Buy |
300
+100
| +50% | +$7.62K | ﹤0.01% | 2918 |
|
2024
Q3 | $15.2K | Hold |
200
| – | – | ﹤0.01% | 3261 |
|
2024
Q2 | $14.1K | Hold |
200
| – | – | ﹤0.01% | 3317 |
|
2024
Q1 | $14.6K | Hold |
200
| – | – | ﹤0.01% | 3327 |
|
2023
Q4 | $13.5K | Sell |
200
-10
| -5% | -$675 | ﹤0.01% | 3328 |
|
2023
Q3 | $13.5K | Buy |
+210
| New | +$13.5K | ﹤0.01% | 3158 |
|
2021
Q4 | – | Sell |
-1,584
| Closed | -$109K | – | 3515 |
|
2021
Q3 | $109K | Buy |
+1,584
| New | +$109K | ﹤0.01% | 3233 |
|
2013
Q4 | – | Sell |
-68
| Closed | -$2K | – | 3389 |
|
2013
Q3 | $2K | Sell |
68
-68
| -50% | -$2K | ﹤0.01% | 3236 |
|
2013
Q2 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 3072 |
|