Next Financial Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $194K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $36K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $32K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $472K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $43K | Buy |
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|
2016
Q3 | $18K | Buy |
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