Three Seasons Wealth’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 | $373K | Sell |
4,686
-31
| -0.7% | -$2.47K | 0.04% | 83 |
|
|
2025
Q1 | $349K | Sell |
4,717
-29
| -0.6% | -$2.15K | 0.17% | 82 |
|
|
2024
Q4 | $361K | Sell |
4,746
-1,724
| -27% | -$131K | 0.18% | 97 |
|
|
2024
Q3 | $492K | Hold |
6,470
| – | – | 0.26% | 74 |
|
|
2024
Q2 | $454K | Sell |
6,470
-180
| -3% | -$12.6K | 0.25% | 66 |
|
|
2024
Q1 | $477K | Hold |
6,650
| – | – | 0.33% | 61 |
|
|
2023
Q4 | $446K | Hold |
6,650
| – | – | 0.39% | 60 |
|
|
2023
Q3 | $399K | Buy |
+6,650
| New | +$399K | 0.39% | 40 |
|