Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Sell |
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|
2019
Q3 | $580K | Sell |
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|
2019
Q2 | $1.94M | Sell |
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|
2019
Q1 | $1.94M | Sell |
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|
2018
Q4 | $1.78M | Buy |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $370K | Sell |
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|
2017
Q4 | $474K | Buy |
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