WealthPLAN 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
2019
Q4
Sell
-6,092
Closed -$311K 252
2019
Q3
$311K Buy
+6,092
New +$311K 0.04% 183