Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-21,546
| Closed | -$1.36M | – | 219 |
|
|
2021
Q1 | $1.36M | Sell |
21,546
-546
| -2% | -$34.4K | 0.16% | 82 |
|
|
2020
Q4 | $1.41M | Sell |
22,092
-438
| -2% | -$27.9K | 0.15% | 94 |
|
|
2020
Q3 | $1.2M | Sell |
22,530
-24
| -0.1% | -$1.28K | 0.18% | 74 |
|
|
2020
Q2 | $1.1M | Sell |
22,554
-6,096
| -21% | -$298K | 0.18% | 76 |
|
|
2020
Q1 | $1.04M | Sell |
28,650
-600
| -2% | -$21.8K | 0.23% | 61 |
|
|
2019
Q4 | $1.28M | Sell |
29,250
-852
| -3% | -$37.3K | 0.25% | 76 |
|
|
2019
Q3 | $1.22M | Buy |
+30,102
| New | +$1.22M | 0.25% | 76 |
|