Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-400
| Closed | -$19K | – | 1600 |
|
|
2019
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 858 |
|
|
2019
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 796 |
|
|
2018
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 764 |
|
|
2018
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 812 |
|
|
2018
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 774 |
|
|
2018
Q1 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 740 |
|