Mid Atlantic Financial 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
Q3 | $352K | Sell |
5,108
-108
| -2% | -$7.44K | 0.02% | 595 |
|
|
2021
Q2 | $359K | Buy |
5,216
+2
| +0% | +$138 | 0.02% | 594 |
|
|
2021
Q1 | $329K | Hold |
5,214
| – | – | 0.02% | 586 |
|
|
2020
Q4 | $332K | Buy |
5,214
+246
| +5% | +$15.7K | 0.03% | 535 |
|
|
2020
Q3 | $287K | Buy |
4,968
+90
| +2% | +$5.2K | 0.03% | 536 |
|
|
2020
Q2 | $238K | Buy |
+4,878
| New | +$238K | 0.02% | 560 |
|