Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-33
| Closed | -$2K | – | 458 |
|
|
2019
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 830 |
|
|
2018
Q3 | – | Sell |
-33
| Closed | -$2K | – | 488 |
|
|
2018
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 799 |
|
|
2018
Q1 | – | Sell |
-33
| Closed | -$2K | – | 487 |
|
|
2017
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 833 |
|