Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Hold |
0
| – | – | – | 460 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 788 |
|
|
2020
Q2 | $57K | Buy |
1,244
+8
| +0.6% | +$367 | 0.02% | 291 |
|
|
2020
Q1 | $47K | Hold |
1,236
| – | – | 0.02% | 288 |
|
|
2019
Q4 | $65K | Buy |
1,236
+28
| +2% | +$1.47K | 0.02% | 283 |
|
|
2019
Q3 | $60K | Buy |
1,208
+4
| +0.3% | +$199 | 0.02% | 295 |
|
|
2019
Q2 | $58K | Buy |
1,204
+4
| +0.3% | +$193 | 0.02% | 295 |
|
|
2019
Q1 | $56K | Buy |
1,200
+4
| +0.3% | +$187 | 0.02% | 282 |
|
|
2018
Q4 | $48K | Buy |
1,196
+12
| +1% | +$482 | 0.02% | 280 |
|
|
2018
Q3 | $56K | Buy |
1,184
+4
| +0.3% | +$189 | 0.03% | 279 |
|
|
2018
Q2 | $54K | Buy |
1,180
+4
| +0.3% | +$183 | 0.03% | 274 |
|
|
2018
Q1 | $53K | Buy |
1,176
+4
| +0.3% | +$180 | 0.03% | 259 |
|
|
2017
Q4 | $54K | Buy |
+1,172
| New | +$54K | 0.04% | 226 |
|