FinTrust Capital Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $208K | Hold |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $182K | Hold |
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|
2022
Q4 | $182K | Hold |
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|
2022
Q3 | $174K | Hold |
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|
2022
Q2 | $183K | Hold |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $195K | Hold |
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|
2020
Q4 | $182K | Hold |
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|
2020
Q3 | $155 | Hold |
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|
2020
Q2 | $143K | Hold |
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|
2020
Q1 | $119K | Buy |
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