Stratos Wealth 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
Q4 | – | Sell |
-6,463
| Closed | -$472K | – | 749 |
|
|
2024
Q3 | $472K | Hold |
6,463
| – | – | 0.02% | 511 |
|
|
2024
Q2 | $438K | Sell |
6,463
-3,157
| -33% | -$214K | 0.02% | 507 |
|
|
2024
Q1 | $680K | Buy |
+9,620
| New | +$680K | 0.04% | 401 |
|
|
2020
Q2 | – | Sell |
-318
| Closed | -$12K | – | 311 |
|
|
2020
Q1 | $12K | Buy |
+318
| New | +$12K | 0.01% | 235 |
|