WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,900
| Closed | -$136K | – | 2134 |
|
|
2014
Q3 | $136K | Sell |
3,900
-80
| -2% | -$2.79K | 0.03% | 556 |
|
|
2014
Q2 | $140K | Buy |
3,980
+8
| +0.2% | +$281 | 0.03% | 544 |
|
|
2014
Q1 | $134K | Buy |
3,972
+104
| +3% | +$3.51K | 0.03% | 542 |
|
|
2013
Q4 | $125K | Buy |
3,868
+8
| +0.2% | +$259 | 0.02% | 660 |
|
|
2013
Q3 | $115K | Buy |
3,860
+12
| +0.3% | +$358 | 0.02% | 662 |
|
|
2013
Q2 | $107K | Buy |
+3,848
| New | +$107K | 0.02% | 646 |
|