Rockbridge Investment Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-86
| Closed | -$5.82K | – | 360 |
|
|
2023
Q4 | $5.82K | Buy |
+86
| New | +$5.82K | ﹤0.01% | 457 |
|
|
2022
Q3 | – | Sell |
-86
| Closed | -$5.11K | – | 335 |
|
|
2022
Q2 | $5.11K | Hold |
86
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $5.95K | Hold |
86
| – | – | ﹤0.01% | 590 |
|
|
2021
Q4 | $6K | Buy |
+86
| New | +$6K | ﹤0.01% | 638 |
|