Advisornet Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-761
| Closed | -$56.7K | – | 2486 |
|
|
2023
Q3 | $56.7K | Buy |
+761
| New | +$56.7K | 0.01% | 753 |
|
|
2022
Q1 | – | Sell |
-450
| Closed | -$41K | – | 2160 |
|
|
2021
Q4 | $41K | Hold |
450
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q3 | $43K | Hold |
450
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q2 | $45K | Hold |
450
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q1 | $43K | Hold |
450
| – | – | ﹤0.01% | 974 |
|
|
2020
Q4 | $42K | Sell |
450
-151
| -25% | -$14.1K | ﹤0.01% | 910 |
|
|
2020
Q3 | $48K | Buy |
601
+151
| +34% | +$12.1K | ﹤0.01% | 855 |
|
|
2020
Q2 | $31K | Buy |
+450
| New | +$31K | ﹤0.01% | 977 |
|
|
2020
Q1 | – | Sell |
-450
| Closed | -$29K | – | 1909 |
|
|
2019
Q4 | $29K | Buy |
450
+50
| +13% | +$3.22K | ﹤0.01% | 1067 |
|
|
2019
Q3 | $23K | Hold |
400
| – | – | ﹤0.01% | 1143 |
|
|
2019
Q2 | $23K | Hold |
400
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q1 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 948 |
|