Optimum Investment Advisors’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 | – | Sell |
-120
| Closed | -$8K | – | 874 |
|
|
2021
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 773 |
|
|
2021
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 783 |
|
|
2020
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 747 |
|
|
2020
Q3 | $6K | Sell |
120
-120
| -50% | -$6K | ﹤0.01% | 743 |
|
|
2020
Q2 | $12K | Sell |
240
-1,674
| -87% | -$83.7K | ﹤0.01% | 673 |
|
|
2020
Q1 | $70K | Buy |
+1,914
| New | +$70K | 0.03% | 362 |
|