Divergent Wealth Advisors’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
2024
Q3
$365K Hold
2024
Q2
$337K Sell
2024
Q1
$381K Sell
2023
Q4
$416K Hold
2023
Q3
$370K Hold
2023
Q2
$392K Hold
2023
Q1
$375K Sell
2022
Q4
$364K Buy
2019
Q1
Sell
2018
Q4
$1.09M Buy