Threshold Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $447K | Sell |
10,224
-176
| -2% | -$7.7K | 0.36% | 34 |
|
|
2017
Q2 | $439K | Sell |
10,400
-112
| -1% | -$4.73K | 0.39% | 28 |
|
|
2017
Q1 | $438K | Sell |
10,512
-16,784
| -61% | -$699K | 0.42% | 28 |
|
|
2016
Q4 | $1.07M | Sell |
27,296
-52
| -0.2% | -$2.04K | 0.94% | 19 |
|
|
2016
Q3 | $1.06M | Sell |
27,348
-88
| -0.3% | -$3.4K | 1.02% | 22 |
|
|
2016
Q2 | $1.02M | Buy |
+27,436
| New | +$1.02M | 1.02% | 22 |
|