SFPG
Stonebridge Financial Planning Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$78K | – | 231 |
|
|
2021
Q4 | $78K | Hold |
1,200
| – | – | 0.04% | 183 |
|
|
2021
Q3 | $86K | Hold |
1,200
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $81K | Buy |
1,200
+900
| +300% | +$60.8K | 0.04% | 177 |
|
|
2021
Q1 | $77K | Sell |
300
-100
| -25% | -$25.7K | 0.05% | 182 |
|
|
2020
Q4 | $94K | Hold |
400
| – | – | 0.06% | 154 |
|
|
2020
Q3 | $84K | Sell |
400
-100
| -20% | -$21K | 0.06% | 144 |
|
|
2020
Q2 | $93K | Hold |
500
| – | – | 0.08% | 136 |
|
|
2020
Q1 | $82K | Sell |
500
-36
| -7% | -$5.9K | 0.08% | 135 |
|
|
2019
Q4 | $112K | Buy |
+536
| New | +$112K | 0.1% | 122 |
|