Stratos Wealth Partners’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
Q1 | – | Sell |
-59,010
| Closed | -$4.49M | – | 1437 |
|
|
2024
Q4 | $4.49M | Buy |
+59,010
| New | +$4.49M | 0.06% | 298 |
|
|
2018
Q4 | – | Sell |
-1,992
| Closed | -$94K | – | 1617 |
|
|
2018
Q3 | $94K | Buy |
+1,992
| New | +$94K | ﹤0.01% | 1152 |
|
|
2018
Q2 | – | Sell |
-3,676
| Closed | -$167K | – | 1741 |
|
|
2018
Q1 | $167K | Buy |
3,676
+1,664
| +83% | +$75.6K | 0.01% | 976 |
|
|
2017
Q4 | $93K | Buy |
+2,012
| New | +$93K | ﹤0.01% | 1223 |
|