Capital Asset Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$20K Sell
2021
Q4
$1.3M Buy
2021
Q3
$1.16M Sell
2021
Q2
$1.2M Buy
2021
Q1
$1.07M Buy
2020
Q3
Sell
2020
Q2
$43K Sell
2020
Q1
$45K Buy