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Alpha Omega Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,422
Closed -$140K 490
2019
Q2
$140K Buy
2,422
+105
+5% +$6.07K 0.06% 161
2019
Q1
$137K Buy
2,317
+200
+9% +$11.8K 0.06% 163
2018
Q4
$112K Buy
+2,117
New +$112K 0.06% 167