Titus Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,900
| Closed | -$219K | – | 109 |
|
|
2019
Q4 | $219K | Hold |
3,900
| – | – | 0.22% | 97 |
|
|
2019
Q3 | $209K | Sell |
3,900
-270
| -6% | -$14.5K | 0.19% | 95 |
|
|
2019
Q2 | $218K | Buy |
+4,170
| New | +$218K | 0.22% | 84 |
|
|
2018
Q2 | – | Sell |
-4,230
| Closed | -$220K | – | 96 |
|
|
2018
Q1 | $220K | Sell |
4,230
-300
| -7% | -$15.6K | 0.21% | 74 |
|
|
2017
Q4 | $241K | Buy |
+4,530
| New | +$241K | 0.27% | 64 |
|