Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $273K | Hold |
4,568
| – | – | 0.05% | 127 |
|
|
2023
Q2 | $289K | Buy |
4,568
+936
| +26% | +$59.2K | 0.05% | 132 |
|
|
2023
Q1 | $217K | Hold |
3,632
| – | – | 0.04% | 152 |
|
|
2022
Q4 | $218K | Hold |
3,632
| – | – | 0.05% | 150 |
|
|
2022
Q3 | $200K | Hold |
3,632
| – | – | 0.05% | 149 |
|
|
2022
Q2 | $207K | Hold |
3,632
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $242K | Hold |
3,632
| – | – | 0.04% | 210 |
|
|
2021
Q4 | $259K | Hold |
3,632
| – | – | 0.05% | 203 |
|
|
2021
Q3 | $245K | Hold |
3,632
| – | – | 0.05% | 196 |
|
|
2021
Q2 | $244K | Hold |
3,632
| – | – | 0.05% | 194 |
|
|
2021
Q1 | $228K | Hold |
3,632
| – | – | 0.05% | 187 |
|
|
2020
Q4 | $213K | Buy |
+3,632
| New | +$213K | 0.05% | 184 |
|