American Economic Planning Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,034
| Closed | -$211K | – | 92 |
|
|
2019
Q2 | $211K | Sell |
5,034
-354
| -7% | -$14.8K | 0.06% | 88 |
|
|
2019
Q1 | $211K | Buy |
+5,388
| New | +$211K | 0.07% | 83 |
|
|
2018
Q4 | – | Sell |
-7,404
| Closed | -$291K | – | 80 |
|
|
2018
Q3 | $291K | Buy |
+7,404
| New | +$291K | 0.1% | 55 |
|
|
2017
Q2 | – | Sell |
-7,608
| Closed | -$221K | – | 77 |
|
|
2017
Q1 | $221K | Buy |
7,608
+12
| +0.2% | +$349 | 0.09% | 70 |
|
|
2016
Q4 | $205K | Buy |
7,596
+24
| +0.3% | +$648 | 0.09% | 60 |
|
|
2016
Q3 | $206K | Buy |
+7,572
| New | +$206K | 0.08% | 58 |
|