FDx Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,224
| Closed | -$228K | – | 1271 |
|
|
2017
Q3 | $228K | Sell |
5,224
-13,128
| -72% | -$573K | 0.01% | 1161 |
|
|
2017
Q2 | $775K | Sell |
18,352
-3,768
| -17% | -$159K | 0.02% | 602 |
|
|
2017
Q1 | $921K | Buy |
22,120
+1,828
| +9% | +$76.1K | 0.03% | 551 |
|
|
2016
Q4 | $798K | Buy |
+20,292
| New | +$798K | 0.02% | 598 |
|