Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,248
| Closed | -$206K | – | 135 |
|
|
2019
Q2 | $206K | Sell |
4,248
-72
| -2% | -$3.49K | 0.08% | 123 |
|
|
2019
Q1 | $203K | Buy |
+4,320
| New | +$203K | 0.08% | 129 |
|
|
2018
Q3 | – | Sell |
-3,732
| Closed | -$171K | – | 322 |
|
|
2018
Q2 | $171K | Buy |
+3,732
| New | +$171K | 0.07% | 149 |
|