Laidlaw Wealth Management’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
2023 Q3	–	Sell	-3,300	Closed	-$210K	–	318
2023 Q2	$210K	Hold	3,300	–	–	0.04%	320
2023 Q1	$204K	Hold	3,300	–	–	0.04%	333
2022 Q4	$205K	Buy	+3,300	New	+$205K	0.04%	334