Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $53K | Sell |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $72K | Sell |
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|
2019
Q1 | $72K | Hold |
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|
2018
Q4 | $62K | Sell |
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|
2018
Q3 | $116K | Hold |
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|
2018
Q2 | $112K | Buy |
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|
2018
Q1 | $107K | Sell |
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|
2017
Q4 | $118K | Buy |
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|
2017
Q3 | $104K | Sell |
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|
2017
Q2 | $142K | Hold |
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|
2017
Q1 | $141K | Buy |
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|
2016
Q4 | $106K | Sell |
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|
2016
Q3 | $120K | Hold |
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|
2016
Q2 | $116K | Hold |
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|
2016
Q1 | $113K | Sell |
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|
2015
Q4 | $158K | Sell |
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|
2015
Q3 | $155K | Buy |
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|
2015
Q2 | $159K | Buy |
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|
2015
Q1 | $128K | Buy |
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|
2014
Q4 | $114K | Buy |
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|
2014
Q3 | $102K | Buy |
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|
2014
Q2 | $70.5K | Hold |
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|
2014
Q1 | $67.5K | Hold |
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|
2013
Q4 | $65K | Buy |
|