Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $564K | Hold |
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|
2023
Q2 | $602K | Hold |
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|
2023
Q1 | $558K | Hold |
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|
2022
Q4 | $539K | Hold |
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|
2022
Q3 | $507K | Hold |
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|
2022
Q2 | $526K | Hold |
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|
2022
Q1 | $621K | Hold |
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|
2021
Q4 | $711K | Hold |
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|
2021
Q3 | $687K | Hold |
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|
2021
Q2 | $680K | Hold |
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|
2021
Q1 | $622K | Hold |
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|
2020
Q4 | $630K | Hold |
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|
2020
Q3 | $556K | Hold |
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|
2020
Q2 | $483K | Buy |
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