GPS Wealth Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-113
| Closed | -$8.54K | – | 1545 |
|
|
2024
Q4 | $8.54K | Hold |
113
| – | – | ﹤0.01% | 986 |
|
|
2024
Q3 | $8.25K | Sell |
113
-51
| -31% | -$3.72K | ﹤0.01% | 988 |
|
|
2024
Q2 | $11.1K | Hold |
164
| – | – | ﹤0.01% | 884 |
|
|
2024
Q1 | $11.6K | Sell |
164
-119
| -42% | -$8.41K | ﹤0.01% | 825 |
|
|
2023
Q4 | $18.2K | Hold |
283
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $16.2K | Hold |
283
| – | – | ﹤0.01% | 731 |
|
|
2023
Q2 | $17.2K | Hold |
283
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $16.3K | Buy |
+283
| New | +$16.3K | ﹤0.01% | 737 |
|
|
2022
Q4 | – | Sell |
-119
| Closed | -$6K | – | 587 |
|
|
2022
Q3 | $6K | Hold |
119
| – | – | ﹤0.01% | 867 |
|
|
2022
Q2 | $6K | Sell |
119
-7
| -6% | -$353 | ﹤0.01% | 851 |
|
|
2022
Q1 | $8K | Sell |
126
-36
| -22% | -$2.29K | ﹤0.01% | 770 |
|
|
2021
Q4 | $12K | Hold |
162
| – | – | ﹤0.01% | 686 |
|
|
2021
Q3 | $11K | Hold |
162
| – | – | ﹤0.01% | 689 |
|
|
2021
Q2 | $11K | Sell |
162
-240
| -60% | -$16.3K | ﹤0.01% | 713 |
|
|
2021
Q1 | $25K | Buy |
+402
| New | +$25K | 0.01% | 509 |
|