Winslow Evans & Crocker’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-252
| Closed | -$16K | – | 1147 |
|
|
2019
Q4 | $16K | Hold |
252
| – | – | ﹤0.01% | 713 |
|
|
2019
Q3 | $14K | Hold |
252
| – | – | ﹤0.01% | 715 |
|
|
2019
Q2 | $14K | Hold |
252
| – | – | ﹤0.01% | 739 |
|
|
2019
Q1 | $14K | Hold |
252
| – | – | ﹤0.01% | 739 |
|
|
2018
Q4 | $12K | Hold |
252
| – | – | ﹤0.01% | 731 |
|
|
2018
Q3 | $14K | Hold |
252
| – | – | ﹤0.01% | 738 |
|
|
2018
Q2 | $14K | Hold |
252
| – | – | ﹤0.01% | 737 |
|
|
2018
Q1 | $12.9K | Hold |
252
| – | – | ﹤0.01% | 735 |
|
|
2017
Q4 | $13.2K | Hold |
252
| – | – | ﹤0.01% | 751 |
|
|
2017
Q3 | $12.5K | Buy |
252
+3
| +1% | +$149 | ﹤0.01% | 773 |
|
|
2017
Q2 | $12.3K | Buy |
+249
| New | +$12.3K | ﹤0.01% | 873 |
|