DWA
Divergent Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $365K | Hold |
4,803
| – | – | 0.07% | 24 |
|
|
2024
Q2 | $337K | Sell |
4,803
-432
| -8% | -$30.3K | 0.07% | 24 |
|
|
2024
Q1 | $381K | Sell |
5,235
-954
| -15% | -$69.5K | 0.08% | 24 |
|
|
2023
Q4 | $416K | Hold |
6,189
| – | – | 0.09% | 23 |
|
|
2023
Q3 | $370K | Hold |
6,189
| – | – | 0.08% | 23 |
|
|
2023
Q2 | $392K | Hold |
6,189
| – | – | 0.09% | 22 |
|
|
2023
Q1 | $375K | Sell |
6,189
-17
| -0.3% | -$1.03K | 0.09% | 23 |
|
|
2022
Q4 | $364K | Buy |
+6,206
| New | +$364K | 0.09% | 23 |
|
|
2019
Q1 | – | Sell |
-6,737
| Closed | -$1.09M | – | 39 |
|
|
2018
Q4 | $1.09M | Buy |
+6,737
| New | +$1.09M | 0.4% | 24 |
|