American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $137K | Sell |
1,937
-290
| -13% | -$20.6K | 0.01% | 1181 |
|
|
2022
Q2 | $178K | Buy |
2,227
+12
| +0.5% | +$958 | 0.01% | 1097 |
|
|
2022
Q1 | $189K | Hold |
2,215
| – | – | 0.01% | 1181 |
|
|
2021
Q4 | $201K | Buy |
2,215
+1,111
| +101% | +$101K | 0.01% | 1160 |
|
|
2021
Q3 | $106K | Buy |
1,104
+217
| +24% | +$20.8K | ﹤0.01% | 1431 |
|
|
2021
Q2 | $88.1K | Buy |
887
+734
| +480% | +$72.9K | ﹤0.01% | 1476 |
|
|
2021
Q1 | $14.5K | Hold |
153
| – | – | ﹤0.01% | 2228 |
|
|
2020
Q4 | $14.3K | Buy |
+153
| New | +$14.3K | ﹤0.01% | 1963 |
|
|
2018
Q4 | – | Sell |
-539
| Closed | -$31.4K | – | 2541 |
|
|
2018
Q3 | $31.4K | Hold |
539
| – | – | ﹤0.01% | 1304 |
|
|
2018
Q2 | $30.5K | Hold |
539
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q1 | $31.7K | Buy |
+539
| New | +$31.7K | ﹤0.01% | 1208 |
|