Windsor Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $213K | Buy |
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