Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
+38,539
| New | +$3.07M | 0.13% | 171 |
|
|
2022
Q1 | – | Sell |
-29,709
| Closed | -$2.11M | – | 328 |
|
|
2021
Q4 | $2.11M | Buy |
29,709
+6,748
| +29% | +$480K | 0.12% | 182 |
|
|
2021
Q3 | $1.53M | Buy |
22,961
+8,839
| +63% | +$588K | 0.1% | 223 |
|
|
2021
Q2 | $947K | Sell |
14,122
-12,690
| -47% | -$851K | 0.06% | 315 |
|
|
2021
Q1 | $439K | Buy |
26,812
+26,392
| +6,284% | +$432K | 0.02% | 694 |
|
|
2020
Q4 | $25K | Hold |
420
| – | – | ﹤0.01% | 1639 |
|
|
2020
Q3 | $21K | Hold |
420
| – | – | ﹤0.01% | 1540 |
|
|
2020
Q2 | $19K | Hold |
420
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q1 | $16K | Hold |
420
| – | – | ﹤0.01% | 1457 |
|
|
2019
Q4 | $22K | Hold |
420
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q3 | $21K | Buy |
+420
| New | +$21K | ﹤0.01% | 1262 |
|