Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-192
| Closed | -$13.5K | – | 543 |
|
|
2024
Q2 | $13.5K | Hold |
192
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $14K | Buy |
+192
| New | +$14K | ﹤0.01% | 671 |
|
|
2023
Q4 | – | Sell |
-192
| Closed | -$12.2K | – | 600 |
|
|
2023
Q3 | $12.2K | Hold |
192
| – | – | ﹤0.01% | 660 |
|
|
2023
Q2 | $12.2K | Buy |
+192
| New | +$12.2K | ﹤0.01% | 701 |
|
|
2023
Q1 | – | Sell |
-192
| Closed | -$11.3K | – | 605 |
|
|
2022
Q4 | $11.3K | Hold |
192
| – | – | ﹤0.01% | 704 |
|
|
2022
Q3 | $10K | Buy |
+192
| New | +$10K | ﹤0.01% | 690 |
|