Silver Oak Securities’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
Q3 | – | Sell |
-16,908
| Closed | -$1.19M | – | 562 |
|
|
2024
Q2 | $1.19M | Sell |
16,908
-1,217
| -7% | -$85.3K | 0.18% | 119 |
|
|
2024
Q1 | $1.32M | Buy |
+18,125
| New | +$1.32M | 0.2% | 115 |
|
|
2023
Q3 | – | Sell |
-16,448
| Closed | -$1.04M | – | 468 |
|
|
2023
Q2 | $1.04M | Buy |
+16,448
| New | +$1.04M | 0.17% | 126 |
|
|
2022
Q2 | – | Sell |
-18,833
| Closed | -$1.25M | – | 309 |
|
|
2022
Q1 | $1.25M | Buy |
+18,833
| New | +$1.25M | 0.25% | 87 |
|