Clarius Group 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
Q2 | – | Sell |
-6,560
| Closed | -$251K | – | 290 |
|
|
2020
Q1 | $251K | Hold |
6,560
| – | – | 0.05% | 209 |
|
|
2019
Q4 | $348K | Hold |
6,560
| – | – | 0.06% | 176 |
|
|
2019
Q3 | $324K | Hold |
6,560
| – | – | 0.06% | 175 |
|
|
2019
Q2 | $318K | Hold |
6,560
| – | – | 0.06% | 162 |
|
|
2019
Q1 | $308K | Hold |
6,560
| – | – | 0.07% | 137 |
|
|
2018
Q4 | $265K | Hold |
6,560
| – | – | 0.1% | 97 |
|
|
2018
Q3 | $311K | Buy |
+6,560
| New | +$311K | 0.11% | 83 |
|