United Capital 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
Q1
Sell
-11,812
Closed -$422K 1240
2015
Q4
$422K Sell
11,812
-14,776
-56% -$528K ﹤0.01% 922
2015
Q3
$916K Sell
26,588
-1,504
-5% -$51.8K 0.01% 711
2015
Q2
$1.06M Buy
+28,092
New +$1.06M 0.01% 716