Baystate Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$23.8K	Buy	352 +5	+1%	+$339	﹤0.01%	519
2023 Q3	$21K	Buy	347 +99	+40%	+$6K	﹤0.01%	467
2023 Q2	$15.8K	Buy	+248	New	+$15.8K	﹤0.01%	488