Clearview Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-315
| Closed | -$19.5K | – | 693 |
|
|
2022
Q4 | $19.5K | Hold |
315
| – | – | 0.02% | 255 |
|
|
2022
Q3 | $18K | Hold |
315
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $19K | Hold |
315
| – | – | 0.01% | 283 |
|
|
2022
Q1 | $22K | Hold |
315
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $22K | Hold |
315
| – | – | 0.01% | 321 |
|
|
2021
Q3 | $20K | Hold |
315
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $20K | Hold |
315
| – | – | 0.01% | 340 |
|
|
2021
Q1 | $19K | Hold |
315
| – | – | 0.01% | 340 |
|
|
2020
Q4 | $16K | Buy |
+315
| New | +$16K | 0.01% | 321 |
|