Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Buy |
464
+1
| +0.2% | +$76 | ﹤0.01% | 513 |
|
|
2025
Q1 | $34.3K | Buy |
+463
| New | +$34.3K | ﹤0.01% | 477 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$932 | – | 1095 |
|
|
2023
Q3 | $932 | Sell |
15
-17
| -53% | -$1.06K | ﹤0.01% | 963 |
|
|
2023
Q2 | $2.06K | Sell |
32
-8
| -20% | -$516 | ﹤0.01% | 877 |
|
|
2023
Q1 | $2.49K | Buy |
40
+7
| +21% | +$436 | ﹤0.01% | 875 |
|
|
2022
Q4 | $2.05K | Buy |
+33
| New | +$2.05K | ﹤0.01% | 792 |
|