Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-18
| Closed | -$1K | – | 850 |
|
|
2024
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q1 | $1.34K | Hold |
18
| – | – | ﹤0.01% | 1093 |
|
|
2023
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q3 | $1.09K | Buy |
+18
| New | +$1.09K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1155 |
|
|
2022
Q4 | – | Sell |
-18
| Closed | – | – | 692 |
|
|
2022
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1150 |
|