Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-105
| Closed | -$5K | – | 490 |
|
|
2017
Q1 | $5K | Hold |
105
| – | – | ﹤0.01% | 189 |
|
|
2016
Q4 | $5K | Hold |
105
| – | – | ﹤0.01% | 194 |
|
|
2016
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 190 |
|
|
2016
Q2 | $4K | Hold |
105
| – | – | ﹤0.01% | 190 |
|
|
2016
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 197 |
|
|
2015
Q4 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 205 |
|