Csenge Advisory Group’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 |
-11,368
| Closed | -$733K | – | 729 |
|
|
2023
Q4 | $733K | Buy |
+11,368
| New | +$733K | 0.05% | 311 |
|
|
2022
Q1 | – | Sell |
-7,000
| Closed | -$485K | – | 658 |
|
|
2021
Q4 | $485K | Buy |
7,000
+1,795
| +34% | +$124K | 0.04% | 345 |
|
|
2021
Q3 | $362K | Sell |
5,205
-1,795
| -26% | -$125K | 0.03% | 429 |
|
|
2021
Q2 | $485K | Buy |
7,000
+10
| +0.1% | +$693 | 0.04% | 346 |
|
|
2021
Q1 | $456K | Buy |
+6,990
| New | +$456K | 0.05% | 300 |
|