A detailed history of Annapolis Financial Services, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 700 shares of IMCB stock, worth $53,088. This represents 0.02% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$53,088
Previous $50,000 2.0%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023

SELL
$57.52 - $65.42 $33,361 - $37,943
-580 Reduced 45.31%
700 $42,000
Q3 2022

Oct 21, 2022

BUY
$53.88 - $64.86 $31,250 - $37,618
580 Added 82.86%
1,280 $69,000
Q2 2021

Aug 04, 2021

BUY
$63.61 - $67.29 $33,395 - $35,327
525 Added 300.0%
700 $47,000
Q4 2020

Feb 11, 2021

BUY
$49.49 - $58.54 $8,660 - $10,244
175 New
175 $41,000

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
Track This Portfolio

Track Annapolis Financial Services, LLC Portfolio

Follow Annapolis Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annapolis Financial Services, LLC with notifications on news.