Patriot Financial Group Insurance Agency’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.09M | Buy |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $901K | Buy |
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|
2023
Q2 | $924K | Buy |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $775K | Buy |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $42K | Buy |
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