Spire Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$3.45K | – | 2353 |
|
|
2023
Q4 | $3.45K | Sell |
52
-52
| -50% | -$3.45K | ﹤0.01% | 2041 |
|
|
2023
Q3 | $6.3K | Hold |
104
| – | – | ﹤0.01% | 1869 |
|
|
2023
Q2 | $6.63K | Hold |
104
| – | – | ﹤0.01% | 1928 |
|
|
2023
Q1 | $6.44K | Sell |
104
-5
| -5% | -$309 | ﹤0.01% | 1979 |
|
|
2022
Q4 | $7K | Hold |
109
| – | – | ﹤0.01% | 1734 |
|
|
2022
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q2 | $6K | Hold |
109
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q1 | $8K | Sell |
109
-94
| -46% | -$6.9K | ﹤0.01% | 2106 |
|
|
2021
Q4 | $14K | Buy |
+203
| New | +$14K | ﹤0.01% | 2244 |
|