Cornerstone Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$289K Buy
2018
Q4
Sell
2018
Q3
$1.34M Buy
2018
Q2
$1.01M Buy
2018
Q1
Sell
2017
Q4
$203K Sell
2017
Q3
$202K Buy
2017
Q2
Sell
2017
Q1
$529K Buy