Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-348
| Closed | -$13K | – | 225 |
|
|
2020
Q1 | $13K | Hold |
348
| – | – | 0.01% | 152 |
|
|
2019
Q4 | $15K | Hold |
348
| – | – | 0.01% | 165 |
|
|
2019
Q3 | $14K | Hold |
348
| – | – | 0.01% | 155 |
|
|
2019
Q2 | $15K | Hold |
348
| – | – | 0.01% | 146 |
|
|
2019
Q1 | $14K | Hold |
348
| – | – | 0.01% | 148 |
|
|
2018
Q4 | $11K | Buy |
+348
| New | +$11K | 0.01% | 143 |
|