CWP

Concord Wealth Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-210	Closed	-$12.7K	–	921
2023 Q3	$12.7K	Hold	210	–	–	﹤0.01%	582
2023 Q2	$13.4K	Hold	210	–	–	﹤0.01%	560
2023 Q1	$13K	Buy	+210	New	+$13K	﹤0.01%	555