Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6
| Closed | – | – | 761 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 726 |
|
|
2019
Q3 | $0 | Sell |
6
-90
| -94% | – | ﹤0.01% | 710 |
|
|
2019
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 527 |
|
|
2018
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 452 |
|
|
2018
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 425 |
|
|
2017
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 448 |
|
|
2017
Q3 | $3K | Hold |
96
| – | – | ﹤0.01% | 460 |
|
|
2017
Q2 | $3K | Hold |
96
| – | – | ﹤0.01% | 447 |
|
|
2017
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 206 |
|
|
2016
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 209 |
|
|
2016
Q3 | $2K | Hold |
96
| – | – | ﹤0.01% | 208 |
|
|
2016
Q2 | $2K | Sell |
96
-42
| -30% | -$875 | ﹤0.01% | 216 |
|
|
2016
Q1 | $4K | Hold |
138
| – | – | ﹤0.01% | 196 |
|
|
2015
Q4 | $4K | Buy |
+138
| New | +$4K | ﹤0.01% | 204 |
|