Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.44M | Sell |
22,724
-1,685
| -7% | -$107K | 0.42% | 29 |
|
|
2023
Q1 | $1.48M | Sell |
24,409
-1,859
| -7% | -$113K | 0.48% | 28 |
|
|
2022
Q4 | $1.54M | Sell |
26,268
-141
| -0.5% | -$8.27K | 0.62% | 28 |
|
|
2022
Q3 | $1.42M | Sell |
26,409
-3,166
| -11% | -$171K | 0.65% | 28 |
|
|
2022
Q2 | $1.67M | Sell |
29,575
-2,721
| -8% | -$153K | 0.73% | 26 |
|
|
2022
Q1 | $2.17M | Sell |
32,296
-970
| -3% | -$65.3K | 0.91% | 24 |
|
|
2021
Q4 | $2.37M | Sell |
33,266
-76
| -0.2% | -$5.4K | 0.97% | 21 |
|
|
2021
Q3 | $2.22M | Buy |
33,342
+958
| +3% | +$63.8K | 1.04% | 20 |
|
|
2021
Q2 | $2.17M | Buy |
32,384
+31,952
| +7,396% | +$2.14M | 0.49% | 55 |
|
|
2021
Q1 | $27K | Sell |
432
-13,312
| -97% | -$832K | 0.01% | 205 |
|
|
2020
Q4 | $805K | Buy |
+13,744
| New | +$805K | 0.22% | 71 |
|