Connecticut 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
2020 Q2	–	Sell	-5,910	Closed	-$215K	–	144
2020 Q1	$215K	Sell	5,910 -1,800	-23%	-$65.5K	0.03%	136
2019 Q4	$338K	Hold	7,710	–	–	0.04%	134
2019 Q3	$313K	Buy	7,710 +600	+8%	+$24.4K	0.04%	127
2019 Q2	$298K	Buy	+7,110	New	+$298K	0.04%	128