Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-684
| Closed | -$36K | – | 738 |
|
|
2019
Q4 | $36K | Buy |
684
+4
| +0.6% | +$211 | 0.01% | 393 |
|
|
2019
Q3 | $34K | Hold |
680
| – | – | 0.02% | 380 |
|
|
2019
Q2 | $33K | Hold |
680
| – | – | 0.02% | 384 |
|
|
2019
Q1 | $32K | Hold |
680
| – | – | 0.01% | 389 |
|
|
2018
Q4 | $27K | Buy |
+680
| New | +$27K | 0.01% | 395 |
|