LWA
Lowe Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$20K | – | 270 |
|
|
2020
Q3 | $20K | Hold |
100
| – | – | 0.01% | 121 |
|
|
2020
Q2 | $18K | Hold |
100
| – | – | 0.01% | 116 |
|
|
2020
Q1 | $15K | Sell |
100
-55
| -35% | -$8.25K | 0.01% | 119 |
|
|
2019
Q4 | $32K | Hold |
155
| – | – | 0.02% | 88 |
|
|
2019
Q3 | $31K | Hold |
155
| – | – | 0.02% | 85 |
|
|
2019
Q2 | $30K | Buy |
+155
| New | +$30K | 0.02% | 91 |
|