Clear Point Advisors’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
2024 Q4	–	Sell	-1,804	Closed	-$137K	–	315
2024 Q3	$137K	Buy	1,804 +1	+0.1%	+$76	0.11%	127
2024 Q2	$126K	Buy	1,803 +1	+0.1%	+$70	0.1%	128
2024 Q1	$131K	Sell	1,802 -199	-10%	-$14.5K	0.11%	128
2023 Q4	$134K	Buy	+2,001	New	+$134K	0.12%	125