Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,879
| Closed | -$314K | – | 374 |
|
|
2023
Q4 | $314K | Buy |
+4,879
| New | +$314K | 0.04% | 264 |
|
|
2020
Q4 | – | Sell |
-33,450
| Closed | -$1.79M | – | 113 |
|
|
2020
Q3 | $1.79M | Buy |
+33,450
| New | +$1.79M | 0.64% | 37 |
|
|
2020
Q1 | – | Sell |
-12,732
| Closed | -$558K | – | 171 |
|
|
2019
Q4 | $558K | Buy |
+12,732
| New | +$558K | 0.22% | 103 |
|