Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $576K | Sell |
22,350
-300
| -1% | -$7.73K | 0.03% | 137 |
|
|
2015
Q3 | $566K | Hold |
22,650
| – | – | 0.04% | 138 |
|
|
2015
Q2 | $621K | Sell |
22,650
-210
| -0.9% | -$5.76K | 0.03% | 136 |
|
|
2015
Q1 | $636K | Sell |
22,860
-2,670
| -10% | -$74.3K | 0.03% | 155 |
|
|
2014
Q4 | $666K | Hold |
25,530
| – | – | 0.04% | 156 |
|
|
2014
Q3 | $628K | Buy |
25,530
+2,010
| +9% | +$49.4K | 0.04% | 162 |
|
|
2014
Q2 | $588K | Buy |
+23,520
| New | +$588K | 0.03% | 169 |
|