Mission Creek Capital 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 | – | Sell |
-3,390
| Closed | -$258K | – | 211 |
|
2024
Q4 | $258K | Hold |
3,390
| – | – | 0.06% | 206 |
|
2024
Q3 | $258K | Sell |
3,390
-587
| -15% | -$44.6K | 0.06% | 200 |
|
2024
Q2 | $279K | Sell |
3,977
-2,024
| -34% | -$142K | 0.07% | 182 |
|
2024
Q1 | $437K | Sell |
6,001
-46
| -0.8% | -$3.35K | 0.11% | 172 |
|
2023
Q4 | $406K | Sell |
6,047
-465
| -7% | -$31.2K | 0.1% | 165 |
|
2023
Q3 | $389K | Buy |
6,512
+2,626
| +68% | +$157K | 0.13% | 161 |
|
2023
Q2 | $246K | Buy |
+3,886
| New | +$246K | 0.08% | 202 |
|