DB Wealth Management Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $503K | Hold |
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|
2021
Q2 | $507K | Sell |
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|
2021
Q1 | $475K | Buy |
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|
2020
Q4 | $422K | Buy |
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