BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-412
| Closed | -$20K | – | 585 |
|
|
2018
Q3 | $20K | Hold |
412
| – | – | 0.01% | 382 |
|
|
2018
Q2 | $19K | Hold |
412
| – | – | 0.01% | 389 |
|
|
2018
Q1 | $19K | Hold |
412
| – | – | 0.01% | 332 |
|
|
2017
Q4 | $19K | Hold |
412
| – | – | 0.01% | 279 |
|
|
2017
Q3 | $18K | Hold |
412
| – | – | 0.01% | 267 |
|
|
2017
Q2 | $17K | Buy |
+412
| New | +$17K | 0.01% | 319 |
|