TA
Tiedemann Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,219
| Closed | -$440K | – | 314 |
|
|
2019
Q3 | $440K | Hold |
2,219
| – | – | 0.02% | 229 |
|
|
2019
Q2 | $430K | Hold |
2,219
| – | – | 0.02% | 213 |
|
|
2019
Q1 | $415K | Hold |
2,219
| – | – | 0.02% | 324 |
|
|
2018
Q4 | $356K | Hold |
2,219
| – | – | 0.02% | 333 |
|
|
2018
Q3 | $427K | Hold |
2,219
| – | – | 0.03% | 239 |
|
|
2018
Q2 | $412K | Sell |
2,219
-184
| -8% | -$34.2K | 0.03% | 236 |
|
|
2018
Q1 | $436K | Buy |
+2,403
| New | +$436K | 0.03% | 209 |
|