Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-132
| Closed | -$6K | – | 789 |
|
|
2017
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 653 |
|
|
2017
Q2 | $6K | Hold |
132
| – | – | ﹤0.01% | 542 |
|
|
2017
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 563 |
|
|
2016
Q4 | $5K | Hold |
132
| – | – | ﹤0.01% | 554 |
|
|
2016
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 573 |
|
|
2016
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 598 |
|
|
2016
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 623 |
|
|
2015
Q4 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 608 |
|