Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-180
| Closed | -$7K | – | 544 |
|
|
2016
Q1 | $7K | Hold |
180
| – | – | ﹤0.01% | 590 |
|
|
2015
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 640 |
|
|
2015
Q3 | $7K | Sell |
180
-400
| -69% | -$15.6K | ﹤0.01% | 620 |
|
|
2015
Q2 | $22K | Buy |
580
+400
| +222% | +$15.2K | ﹤0.01% | 547 |
|
|
2015
Q1 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 666 |
|