Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $20.5K | Hold |
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|
2023
Q4 | $19.1K | Hold |
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|
2023
Q3 | $17.1K | Hold |
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|
2023
Q2 | $18K | Hold |
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|
2023
Q1 | $17K | Hold |
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|
2022
Q4 | $18K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $14K | Buy |
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