Watershed Private Wealth’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 Q1	–	Sell	-6,262	Closed	-$404K	–	127
2023 Q4	$404K	Buy	6,262 +1	+0%	+$64	0.22%	71
2023 Q3	$358K	Buy	6,261 +1,914	+44%	+$109K	0.22%	72
2023 Q2	$265K	Buy	+4,347	New	+$265K	0.16%	79