Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,817
| Closed | -$567K | – | 572 |
|
|
2022
Q1 | $567K | Sell |
8,817
-4,009
| -31% | -$258K | 0.07% | 285 |
|
|
2021
Q4 | $939K | Sell |
12,826
-4,222
| -25% | -$309K | 0.12% | 192 |
|
|
2021
Q3 | $1.17M | Sell |
17,048
-2,428
| -12% | -$167K | 0.17% | 140 |
|
|
2021
Q2 | $1.34M | Buy |
19,476
+6,546
| +51% | +$451K | 0.16% | 157 |
|
|
2021
Q1 | $814K | Sell |
12,930
-162
| -1% | -$10.2K | 0.13% | 178 |
|
|
2020
Q4 | $834K | Buy |
13,092
+12,876
| +5,961% | +$820K | 0.18% | 131 |
|
|
2020
Q3 | $12.4K | Sell |
216
-120
| -36% | -$6.91K | 0.01% | 702 |
|
|
2020
Q2 | $16.8K | Buy |
+336
| New | +$16.8K | 0.01% | 576 |
|