MBM Wealth Consultants’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-279
| Closed | -$17K | – | 184 |
|
|
2023
Q1 | $17K | Hold |
279
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $17K | Hold |
279
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $16K | Hold |
279
| – | – | 0.01% | 194 |
|
|
2022
Q2 | $17K | Hold |
279
| – | – | 0.01% | 204 |
|
|
2022
Q1 | $19K | Hold |
279
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $19K | Hold |
279
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $18K | Hold |
279
| – | – | 0.01% | 211 |
|
|
2021
Q2 | $18K | Hold |
279
| – | – | 0.01% | 202 |
|
|
2021
Q1 | $17K | Hold |
279
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $15K | Buy |
+279
| New | +$15K | 0.01% | 174 |
|