Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $751K | Hold |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $701K | Hold |
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|
2022
Q3 | $644K | Sell |
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|
2022
Q2 | $965K | Hold |
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|
2022
Q1 | $1.15M | Hold |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $211K | Buy |
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