Procyon Advisors’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 | $382K | Hold |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $298K | Hold |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $327K | Sell |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $321K | Buy |
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