DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $73.1K | Hold |
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|
2023
Q3 | $65.4K | Sell |
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|
2023
Q2 | $70.2K | Hold |
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|
2023
Q1 | $68.2K | Hold |
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|
2022
Q4 | $68.4K | Sell |
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|
2022
Q3 | $66K | Sell |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $153K | Sell |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $246K | Buy |
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