Sigma Planning Corp’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $339K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $531K | Sell |
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|
2022
Q2 | $572K | Sell |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $683K | Buy |
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|
2021
Q1 | $594K | Buy |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $432K | Sell |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $471K | Sell |
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|
2019
Q3 | $446K | Sell |
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|
2019
Q2 | $448K | Sell |
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|
2019
Q1 | $481K | Buy |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $478K | Buy |
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|
2018
Q2 | $384K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $327K | Sell |
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|
2017
Q3 | $371K | Sell |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $445K | Sell |
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|
2016
Q4 | $457K | Buy |
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|
2016
Q3 | $379K | Sell |
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|
2016
Q2 | $377K | Buy |
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|
2016
Q1 | $354K | Sell |
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|
2015
Q4 | $419K | Buy |
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|
2015
Q3 | $342K | Sell |
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|
2015
Q2 | $413K | Buy |
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|
2015
Q1 | $385K | Sell |
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|
2014
Q4 | $432K | Buy |
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