Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,934
| Closed | -$282K | – | 312 |
|
|
2017
Q3 | $282K | Sell |
8,934
-420
| -4% | -$13.3K | 0.03% | 217 |
|
|
2017
Q2 | $285K | Sell |
9,354
-4,404
| -32% | -$134K | 0.04% | 214 |
|
|
2017
Q1 | $399K | Sell |
13,758
-1,002
| -7% | -$29.1K | 0.05% | 159 |
|
|
2016
Q4 | $399K | Sell |
14,760
-1,698
| -10% | -$45.9K | 0.06% | 162 |
|
|
2016
Q3 | $447K | Sell |
16,458
-8,850
| -35% | -$240K | 0.08% | 125 |
|
|
2016
Q2 | $658K | Buy |
+25,308
| New | +$658K | 0.18% | 94 |
|