Laidlaw Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,140
| Closed | -$252K | – | 317 |
|
|
2023
Q2 | $252K | Hold |
4,140
| – | – | 0.05% | 292 |
|
|
2023
Q1 | $238K | Hold |
4,140
| – | – | 0.05% | 297 |
|
|
2022
Q4 | $223K | Hold |
4,140
| – | – | 0.05% | 315 |
|
|
2022
Q3 | $209K | Hold |
4,140
| – | – | 0.05% | 296 |
|
|
2022
Q2 | $215K | Buy |
+4,140
| New | +$215K | 0.04% | 331 |
|