Meridian 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
Q1
Sell
-11,508
Closed -$504K 225
2019
Q4
$504K Buy
11,508
+120
+1% +$5.26K 0.24% 84
2019
Q3
$462K Buy
+11,388
New +$462K 0.22% 91