Rise 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
Q2 | – | Sell |
-66
| Closed | -$4.83K | – | 1248 |
|
|
2024
Q1 | $4.83K | Hold |
66
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q4 | $4.44K | Buy |
66
+1
| +2% | +$67 | ﹤0.01% | 388 |
|
|
2023
Q3 | $3.91K | Hold |
65
| – | – | ﹤0.01% | 399 |
|
|
2023
Q2 | $4.14K | Hold |
65
| – | – | ﹤0.01% | 438 |
|
|
2023
Q1 | $3.96K | Hold |
65
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $3.81K | Hold |
65
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $3K | Buy |
65
+1
| +2% | +$46 | ﹤0.01% | 497 |
|
|
2022
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 472 |
|
|
2022
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 448 |
|
|
2021
Q4 | $4.54K | Buy |
+64
| New | +$4.54K | ﹤0.01% | 416 |
|