Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $131K | Hold |
|
|||||
|
2021
Q3 | $123K | Hold |
|
|||||
|
2021
Q2 | $124K | Hold |
|
|||||
|
2021
Q1 | $116K | Hold |
|
|||||
|
2020
Q4 | $108K | Hold |
|
|||||
|
2020
Q3 | $93K | Sell |
|
|||||
|
2020
Q2 | $111K | Hold |
|
|||||
|
2020
Q1 | $92K | Hold |
|
|||||
|
2019
Q4 | $126K | Hold |
|
|||||
|
2019
Q3 | $119K | Hold |
|
|||||
|
2019
Q2 | $117K | Hold |
|
|||||
|
2019
Q1 | $113K | Hold |
|
|||||
|
2018
Q4 | $99K | Buy |
|