Laurel Wealth Advisors (California)’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
2022
Q4
$883K Buy
16,395
+358
+2% +$19.3K 0.09% 242
2022
Q3
$808K Buy
16,037
+4,813
+43% +$242K 0.09% 251
2022
Q2
$583K Buy
11,224
+545
+5% +$28.3K 0.06% 323
2022
Q1
$686K Buy
10,679
+155
+1% +$9.96K 0.06% 333
2021
Q4
$771K Buy
+10,524
New +$771K 0.06% 325