Householder Group Estate & Retirement Specialist’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-141
| Closed | -$10K | – | 851 |
|
|
2024
Q3 | $10K | Hold |
141
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $9K | Hold |
141
| – | – | ﹤0.01% | 829 |
|
|
2024
Q1 | $10.3K | Hold |
141
| – | – | ﹤0.01% | 807 |
|
|
2023
Q4 | $9K | Hold |
141
| – | – | ﹤0.01% | 783 |
|
|
2023
Q3 | $8.6K | Buy |
+141
| New | +$8.6K | ﹤0.01% | 827 |
|
|
2023
Q1 | $9K | Buy |
+142
| New | +$9K | ﹤0.01% | 834 |
|