Carolina Wealth Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History

Carolina Wealth Advisors, LLC

  • $180 Million
  • Q1 2024

A detailed history of Carolina Wealth Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 300 shares of IMCV stock, worth $20,964. This represents 0.01% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$20,964
Previous $20,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023
SELL
$58.79 - $63.7 $12,345 - $13,377
-210 Reduced 41.18%
300 $19,000
Q2 2021

Jul 22, 2021
BUY
$62.13 - $66.67 $21,124 - $22,667
340 Added 200.0%
510 $33,000
Q4 2019

Feb 07, 2020
BUY
$51.29 - $56.23 $8,719 - $9,559
170 New
170 $29,000

Others Institutions Holding IMCV

# of Institutions
135
Shares Held
5.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

IMCV Quotes by TradingView
  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
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