Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-210
| Closed | -$13.3K | – | 267 |
|
|
2023
Q2 | $13.3K | Buy |
210
+1
| +0.5% | +$63 | 0.01% | 351 |
|
|
2023
Q1 | $12.7K | Buy |
209
+1
| +0.5% | +$61 | 0.01% | 355 |
|
|
2022
Q4 | $12.2K | Buy |
208
+1
| +0.5% | +$59 | 0.01% | 344 |
|
|
2022
Q3 | $11K | Buy |
207
+1
| +0.5% | +$53 | 0.01% | 364 |
|
|
2022
Q2 | $12K | Buy |
206
+1
| +0.5% | +$58 | 0.01% | 366 |
|
|
2022
Q1 | $14K | Hold |
205
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $15K | Buy |
+205
| New | +$15K | 0.01% | 376 |
|