Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,843
| Closed | -$193K | – | 544 |
|
|
2024
Q2 | $193K | Buy |
2,843
+2,458
| +638% | +$167K | 0.04% | 404 |
|
|
2024
Q1 | $27.2K | Buy |
+385
| New | +$27.2K | 0.01% | 610 |
|
|
2023
Q4 | – | Sell |
-301
| Closed | -$18.4K | – | 601 |
|
|
2023
Q3 | $18.4K | Hold |
301
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $18.4K | Buy |
+301
| New | +$18.4K | ﹤0.01% | 662 |
|