SWM
Selective Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$5K | – | 800 |
|
|
2022
Q2 | $5K | Sell |
100
-1,200
| -92% | -$60K | ﹤0.01% | 628 |
|
|
2022
Q1 | $84K | Sell |
1,300
-200
| -13% | -$12.9K | 0.03% | 227 |
|
|
2021
Q4 | $110K | Hold |
1,500
| – | – | 0.04% | 185 |
|
|
2021
Q3 | $103K | Buy |
1,500
+1,200
| +400% | +$82.4K | 0.05% | 181 |
|
|
2021
Q2 | $21K | Buy |
+300
| New | +$21K | 0.02% | 275 |
|