Sowell Financial Services’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
Q1 | – | Sell |
-35,655
| Closed | -$2.61M | – | 329 |
|
|
2021
Q4 | $2.61M | Buy |
35,655
+10,948
| +44% | +$802K | 0.15% | 158 |
|
|
2021
Q3 | $1.7M | Buy |
24,707
+9,991
| +68% | +$688K | 0.11% | 203 |
|
|
2021
Q2 | $1.01M | Sell |
14,716
-53,882
| -79% | -$3.71M | 0.07% | 301 |
|
|
2021
Q1 | $738K | Buy |
68,598
+68,358
| +28,483% | +$735K | 0.03% | 503 |
|
|
2020
Q4 | $15K | Hold |
240
| – | – | ﹤0.01% | 1856 |
|
|
2020
Q3 | $13K | Hold |
240
| – | – | ﹤0.01% | 1730 |
|
|
2020
Q2 | $12K | Hold |
240
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q4 | $11K | Buy |
+240
| New | +$11K | ﹤0.01% | 1652 |
|