Advisornet Financial’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-829
| Closed | -$59.7K | – | 2017 |
|
|
2024
Q3 | $59.7K | Buy |
829
+156
| +23% | +$11.2K | ﹤0.01% | 849 |
|
|
2024
Q2 | $45.4K | Buy |
673
+39
| +6% | +$2.63K | ﹤0.01% | 847 |
|
|
2024
Q1 | $43.2K | Buy |
634
+43
| +7% | +$2.93K | ﹤0.01% | 850 |
|
|
2023
Q4 | $37.8K | Buy |
591
+21
| +4% | +$1.34K | ﹤0.01% | 896 |
|
|
2023
Q3 | $32.5K | Buy |
570
+37
| +7% | +$2.11K | ﹤0.01% | 896 |
|
|
2023
Q2 | $32.5K | Hold |
533
| – | – | ﹤0.01% | 940 |
|
|
2023
Q1 | $31.8K | Sell |
533
-2,152
| -80% | -$128K | ﹤0.01% | 926 |
|
|
2022
Q4 | $146K | Sell |
2,685
-79
| -3% | -$4.29K | 0.01% | 543 |
|
|
2022
Q3 | $129K | Buy |
2,764
+2,238
| +425% | +$104K | 0.01% | 596 |
|
|
2022
Q2 | $27K | Sell |
526
-201
| -28% | -$10.3K | ﹤0.01% | 1023 |
|
|
2022
Q1 | $44K | Buy |
727
+545
| +299% | +$33K | ﹤0.01% | 996 |
|
|
2021
Q4 | $13K | Sell |
182
-166
| -48% | -$11.9K | ﹤0.01% | 1402 |
|
|
2021
Q3 | $24K | Buy |
348
+204
| +142% | +$14.1K | ﹤0.01% | 1192 |
|
|
2021
Q2 | $10K | Buy |
144
+46
| +47% | +$3.19K | ﹤0.01% | 1394 |
|
|
2021
Q1 | $6K | Buy |
98
+59
| +151% | +$3.61K | ﹤0.01% | 1455 |
|
|
2020
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1519 |
|