Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-196
| Closed | -$10K | – | 1129 |
|
|
2022
Q2 | $10K | Hold |
196
| – | – | ﹤0.01% | 1242 |
|
|
2022
Q1 | $13K | Buy |
196
+5
| +3% | +$332 | ﹤0.01% | 1262 |
|
|
2021
Q4 | $14K | Hold |
191
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q3 | $13K | Hold |
191
| – | – | ﹤0.01% | 1361 |
|
|
2021
Q2 | $13K | Buy |
191
+131
| +218% | +$8.92K | ﹤0.01% | 1343 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 1622 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1305 |
|
|
2019
Q4 | $3K | Sell |
60
-588
| -91% | -$29.4K | ﹤0.01% | 1048 |
|
|
2019
Q3 | $26K | Buy |
648
+18
| +3% | +$722 | 0.01% | 577 |
|
|
2019
Q2 | $27K | Buy |
+630
| New | +$27K | 0.01% | 562 |
|