Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-400
| Closed | -$24.3K | – | 767 |
|
|
2023
Q1 | $24.3K | Buy |
+400
| New | +$24.3K | 0.01% | 240 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$14K | – | 578 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 237 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 231 |
|
|
2021
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 240 |
|