Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $351K | Sell |
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2021
Q3 | $340K | Sell |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $2.91M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $1.89M | Buy |
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|
2019
Q3 | $1.65M | Buy |
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