LifePlan Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$84K Hold
2020
Q2
$78K Hold
2020
Q1
$64K Sell
2019
Q4
$94K Hold
2019
Q3
$89K Hold
2019
Q2
$87K Hold
2019
Q1
$85K Sell
2018
Q4
$85K Hold
2018
Q3
$100K Hold
2018
Q2
$97K Hold
2018
Q1
$96K Buy