Live Oak Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$305 | – | 184 |
|
|
2024
Q4 | – | Hold |
0
| – | -$304 | – | 271 |
|
|
2024
Q3 | – | Hold |
0
| – | -$981 | – | 268 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 264 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.25K | – | 265 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.33K | – | 265 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.27K | – | 271 |
|
|
2023
Q1 | – | Hold |
0
| – | -$586 | – | 248 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 269 |
|