DWMG
DB Wealth Management Group’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 | $73.1K | Hold |
1,079
| – | – | 0.04% | 135 |
|
|
2023
Q3 | $65.4K | Sell |
1,079
-23
| -2% | -$1.39K | 0.04% | 137 |
|
|
2023
Q2 | $70.2K | Hold |
1,102
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $68.2K | Hold |
1,102
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $68.4K | Sell |
1,102
-73
| -6% | -$4.53K | 0.04% | 130 |
|
|
2022
Q3 | $66K | Sell |
1,175
-17
| -1% | -$955 | 0.05% | 129 |
|
|
2022
Q2 | $71K | Hold |
1,192
| – | – | 0.05% | 127 |
|
|
2022
Q1 | $82K | Sell |
1,192
-1,056
| -47% | -$72.6K | 0.05% | 130 |
|
|
2021
Q4 | $153K | Sell |
2,248
-2,078
| -48% | -$141K | 0.09% | 100 |
|
|
2021
Q3 | $273K | Buy |
4,326
+500
| +13% | +$31.6K | 0.18% | 73 |
|
|
2021
Q2 | $246K | Buy |
+3,826
| New | +$246K | 0.16% | 81 |
|