Baystate Wealth Management’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
2023
Q4
$44.7K Buy
693
+4
+0.6% +$258 ﹤0.01% 403
2023
Q3
$39.4K Hold
689
﹤0.01% 376
2023
Q2
$42K Buy
689
+1
+0.1% +$61 ﹤0.01% 349
2023
Q1
$39.6K Buy
+688
New +$39.6K ﹤0.01% 363