Cornerstone Wealth Management’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
2018
Q4
Sell
-126,784
Closed -$180K 721
2018
Q3
$180K Buy
126,784
+16,888
+15% +$24K ﹤0.01% 1224
2018
Q2
$150K Buy
+109,896
New +$150K ﹤0.01% 1385
2016
Q1
$3.17M Buy
+104,388
New +$3.17M 2.41% 13