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Lenox Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Lenox Wealth Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,260
Closed -$52K – 327
2014
Q4 		$52K Buy
+1,260
New +$52K 0.02% 79