Bouchey Financial Group’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
Q1 | – | Sell |
-3,360
| Closed | -$256K | – | 146 |
|
2024
Q4 | $256K | Hold |
3,360
| – | – | 0.02% | 118 |
|
2024
Q3 | $255K | Hold |
3,360
| – | – | 0.02% | 126 |
|
2024
Q2 | $235K | Hold |
3,360
| – | – | 0.02% | 122 |
|
2024
Q1 | $245K | Hold |
3,360
| – | – | 0.02% | 119 |
|
2023
Q4 | $226K | Hold |
3,360
| – | – | 0.02% | 124 |
|
2023
Q3 | $202K | Buy |
+3,360
| New | +$202K | 0.02% | 123 |
|