Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $268K | Sell |
10,314
-8,742
| -46% | -$227K | 0.05% | 482 |
|
|
2016
Q1 | $483K | Sell |
19,056
-3,444
| -15% | -$87.3K | 0.1% | 276 |
|
|
2015
Q4 | $579K | Buy |
22,500
+9,120
| +68% | +$235K | 0.11% | 251 |
|
|
2015
Q3 | $334K | Sell |
13,380
-7,554
| -36% | -$189K | 0.07% | 403 |
|
|
2015
Q2 | $574K | Buy |
20,934
+4,530
| +28% | +$124K | 0.11% | 275 |
|
|
2015
Q1 | $456K | Hold |
16,404
| – | – | 0.08% | 334 |
|
|
2014
Q4 | $428K | Buy |
+16,404
| New | +$428K | 0.08% | 337 |
|