Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-64,446
| Closed | -$4.06M | – | 772 |
|
|
2021
Q1 | $4.06M | Sell |
64,446
-14,442
| -18% | -$910K | 0.29% | 70 |
|
|
2020
Q4 | $5.03M | Buy |
78,888
+678
| +0.9% | +$43.2K | 0.34% | 63 |
|
|
2020
Q3 | $4.18M | Buy |
+78,210
| New | +$4.18M | 0.36% | 60 |
|
|
2019
Q4 | – | Sell |
-74,238
| Closed | -$3.01M | – | 517 |
|
|
2019
Q3 | $3.01M | Buy |
74,238
+2,838
| +4% | +$115K | 0.34% | 78 |
|
|
2019
Q2 | $2.99M | Buy |
71,400
+5,478
| +8% | +$230K | 0.35% | 69 |
|
|
2019
Q1 | $2.59M | Buy |
+65,922
| New | +$2.59M | 0.32% | 84 |
|
|
2018
Q1 | – | Sell |
-1,860
| Closed | -$63K | – | 513 |
|
|
2017
Q4 | $63K | Buy |
+1,860
| New | +$63K | 0.01% | 474 |
|