Calton & Associates’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
Q4
Sell
-5,880
Closed -$291K 369
2019
Q3
$291K Sell
5,880
-52
-0.9% -$2.57K 0.06% 249
2019
Q2
$288K Buy
+5,932
New +$288K 0.08% 201
2018
Q2
Sell
-5,516
Closed -$250K 343
2018
Q1
$250K Buy
+5,516
New +$250K 0.07% 276