ICA Group Wealth Management’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
Q2 | $705 | Sell |
10
-1,184
| -99% | -$83.5K | ﹤0.01% | 744 |
|
|
2024
Q1 | $87K | Hold |
1,194
| – | – | 0.02% | 431 |
|
|
2023
Q4 | $80.2K | Buy |
+1,194
| New | +$80.2K | 0.02% | 409 |
|
|
2023
Q3 | – | Sell |
-1,184
| Closed | -$74.9K | – | 690 |
|
|
2023
Q2 | $74.9K | Hold |
1,184
| – | – | 0.02% | 395 |
|
|
2023
Q1 | $71.8K | Hold |
1,184
| – | – | 0.02% | 404 |
|
|
2022
Q4 | $69.5K | Buy |
+1,184
| New | +$69.5K | 0.02% | 440 |
|