US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-600
| Closed | -$15K | – | 194 |
|
|
2016
Q1 | $15K | Sell |
600
-47,502
| -99% | -$1.19M | 0.03% | 181 |
|
|
2015
Q4 | $1.24M | Buy |
48,102
+840
| +2% | +$21.6K | 1.18% | 18 |
|
|
2015
Q3 | $1.18M | Hold |
47,262
| – | – | 1.96% | 9 |
|
|
2015
Q2 | $1.3M | Hold |
47,262
| – | – | 1.22% | 17 |
|
|
2015
Q1 | $1.32M | Buy |
47,262
+6
| +0% | +$167 | 1.19% | 17 |
|
|
2014
Q4 | $1.23M | Buy |
+47,256
| New | +$1.23M | 1.1% | 18 |
|