MPWT
MassMutual Private Wealth & Trust’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26
| Closed | -$1.83K | – | 2201 |
|
|
2024
Q2 | $1.83K | Hold |
26
| – | – | ﹤0.01% | 1674 |
|
|
2024
Q1 | $1.89K | Buy |
+26
| New | +$1.89K | ﹤0.01% | 1560 |
|
|
2023
Q1 | – | Sell |
-186
| Closed | -$12K | – | 1859 |
|
|
2022
Q4 | $12K | Hold |
186
| – | – | ﹤0.01% | 761 |
|
|
2022
Q3 | $10K | Hold |
186
| – | – | ﹤0.01% | 756 |
|
|
2022
Q2 | $11K | Hold |
186
| – | – | ﹤0.01% | 700 |
|
|
2022
Q1 | $13K | Sell |
186
-102
| -35% | -$7.13K | ﹤0.01% | 687 |
|
|
2021
Q4 | $20K | Buy |
+288
| New | +$20K | ﹤0.01% | 603 |
|