DB Wealth Management Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $720K | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.97M | Sell |
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|
2021
Q3 | $2.22M | Sell |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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