FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $236K | Hold |
3,104
| – | – | 0.04% | 281 |
|
|
2024
Q2 | $218K | Hold |
3,104
| – | – | 0.04% | 284 |
|
|
2024
Q1 | $226K | Hold |
3,104
| – | – | 0.04% | 272 |
|
|
2023
Q4 | $208K | Hold |
3,104
| – | – | 0.04% | 267 |
|
|
2023
Q3 | $185K | Hold |
3,104
| – | – | 0.04% | 267 |
|
|
2023
Q2 | $182K | Hold |
3,104
| – | – | 0.04% | 271 |
|
|
2023
Q1 | $182K | Hold |
3,104
| – | – | 0.04% | 269 |
|
|
2022
Q4 | $182K | Hold |
3,104
| – | – | 0.04% | 270 |
|
|
2022
Q3 | $174K | Hold |
3,104
| – | – | 0.04% | 284 |
|
|
2022
Q2 | $183K | Hold |
3,104
| – | – | 0.05% | 279 |
|
|
2022
Q1 | $209K | Hold |
3,104
| – | – | 0.05% | 281 |
|
|
2021
Q4 | $221K | Hold |
3,104
| – | – | 0.05% | 272 |
|
|
2021
Q3 | $207K | Hold |
3,104
| – | – | 0.05% | 262 |
|
|
2021
Q2 | $208K | Hold |
3,104
| – | – | 0.05% | 272 |
|
|
2021
Q1 | $195K | Hold |
3,104
| – | – | 0.06% | 262 |
|
|
2020
Q4 | $182K | Hold |
3,104
| – | – | 0.06% | 258 |
|
|
2020
Q3 | $155 | Hold |
3,104
| – | – | 0.03% | 278 |
|
|
2020
Q2 | $143K | Hold |
3,104
| – | – | 0.06% | 268 |
|
|
2020
Q1 | $119K | Buy |
+3,104
| New | +$119K | 0.06% | 261 |
|