LifePlan Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $84K | Hold |
1,684
| – | – | 0.04% | 203 |
|
|
2020
Q2 | $78K | Hold |
1,684
| – | – | 0.04% | 201 |
|
|
2020
Q1 | $64K | Sell |
1,684
-116
| -6% | -$4.41K | 0.03% | 206 |
|
|
2019
Q4 | $94K | Hold |
1,800
| – | – | 0.04% | 192 |
|
|
2019
Q3 | $89K | Hold |
1,800
| – | – | 0.04% | 193 |
|
|
2019
Q2 | $87K | Hold |
1,800
| – | – | 0.04% | 196 |
|
|
2019
Q1 | $85K | Sell |
1,800
-312
| -15% | -$14.7K | 0.05% | 199 |
|
|
2018
Q4 | $85K | Hold |
2,112
| – | – | 0.05% | 186 |
|
|
2018
Q3 | $100K | Hold |
2,112
| – | – | 0.05% | 184 |
|
|
2018
Q2 | $97K | Hold |
2,112
| – | – | 0.05% | 181 |
|
|
2018
Q1 | $96K | Buy |
+2,112
| New | +$96K | 0.06% | 169 |
|