Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,248
| Closed | -$1.21M | – | 418 |
|
|
2021
Q1 | $1.21M | Sell |
19,248
-16,908
| -47% | -$1.07M | 0.24% | 81 |
|
|
2020
Q4 | $2.31M | Buy |
+36,156
| New | +$2.31M | 0.41% | 49 |
|
|
2020
Q1 | – | Sell |
-9,558
| Closed | -$419K | – | 341 |
|
|
2019
Q4 | $419K | Sell |
9,558
-15,486
| -62% | -$679K | 0.08% | 196 |
|
|
2019
Q3 | $1.02M | Buy |
+25,044
| New | +$1.02M | 0.23% | 86 |
|