Next Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $116K | Sell |
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|
2021
Q1 | $229K | Sell |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $852K | Buy |
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|
2019
Q3 | $784K | Sell |
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|
2019
Q2 | $824K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $13K | Buy |
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