Titus Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $245K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $204K | Buy |
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