EAM
Empirical Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,095
| Closed | -$768K | – | 171 |
|
|
2022
Q4 | $768K | Sell |
13,095
-1,110
| -8% | -$65.1K | 0.81% | 38 |
|
|
2022
Q3 | $765K | Sell |
14,205
-3,347
| -19% | -$180K | 0.83% | 35 |
|
|
2022
Q2 | $989K | Sell |
17,552
-4,545
| -21% | -$256K | 1.04% | 24 |
|
|
2022
Q1 | $1.49M | Buy |
22,097
+4,093
| +23% | +$275K | 1.41% | 20 |
|
|
2021
Q4 | $1.28M | Buy |
+18,004
| New | +$1.28M | 1.24% | 18 |
|