Brighton Jones LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,316
| Closed | -$331K | – | 305 |
|
|
2019
Q4 | $331K | Hold |
6,316
| – | – | 0.04% | 225 |
|
|
2019
Q3 | $312K | Hold |
6,316
| – | – | 0.04% | 226 |
|
|
2019
Q2 | $306K | Hold |
6,316
| – | – | 0.04% | 217 |
|
|
2019
Q1 | $297K | Hold |
6,316
| – | – | 0.04% | 227 |
|
|
2018
Q4 | $255K | Hold |
6,316
| – | – | 0.04% | 216 |
|
|
2018
Q3 | $299K | Hold |
6,316
| – | – | 0.04% | 203 |
|
|
2018
Q2 | $290K | Hold |
6,316
| – | – | 0.04% | 231 |
|
|
2018
Q1 | $286K | Hold |
6,316
| – | – | 0.04% | 220 |
|
|
2017
Q4 | $293K | Hold |
6,316
| – | – | 0.04% | 218 |
|
|
2017
Q3 | $276K | Buy |
+6,316
| New | +$276K | 0.04% | 220 |
|