Silversage 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
2020
Q4
Sell
-6,596
Closed -$330K 6
2020
Q3
$330K Sell
6,596
-90,776
-93% -$4.54M 1.19% 14
2020
Q2
$5.24M Buy
97,372
+70,248
+259% +$3.78M 5.44% 5
2020
Q1
$1.04M Sell
27,124
-71,100
-72% -$2.72M 1.52% 13
2019
Q4
$5.15M Buy
+98,224
New +$5.15M 5.44% 5