Morris Financial Concepts’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
Q1 | – | Sell |
-17
| Closed | -$997 | – | 153 |
|
|
2022
Q4 | $997 | Hold |
17
| – | – | ﹤0.01% | 136 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 111 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 120 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 117 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 107 |
|