Atria Wealth Solutions’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,247
| Closed | -$238K | – | 1534 |
|
|
2025
Q1 | $238K | Hold |
1,247
| – | – | ﹤0.01% | 1603 |
|
|
2024
Q4 | $241K | Sell |
1,247
-63
| -5% | -$12.2K | ﹤0.01% | 1662 |
|
|
2024
Q3 | $257K | Sell |
1,310
-32
| -2% | -$6.28K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $246K | Sell |
1,342
-195
| -13% | -$35.7K | ﹤0.01% | 1603 |
|
|
2024
Q1 | $276K | Hold |
1,537
| – | – | ﹤0.01% | 1603 |
|
|
2023
Q4 | $254K | Buy |
1,537
+6
| +0.4% | +$993 | ﹤0.01% | 1607 |
|
|
2023
Q3 | $230K | Hold |
1,531
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q2 | $239K | Buy |
1,531
+6
| +0.4% | +$938 | ﹤0.01% | 1575 |
|
|
2023
Q1 | $226K | Sell |
1,525
-20
| -1% | -$2.96K | ﹤0.01% | 1590 |
|
|
2022
Q4 | $213K | Buy |
+1,545
| New | +$213K | ﹤0.01% | 1564 |
|
|
2022
Q3 | – | Sell |
-1,540
| Closed | -$211K | – | 1757 |
|
|
2022
Q2 | $211K | Buy |
1,540
+186
| +14% | +$25.5K | ﹤0.01% | 1398 |
|
|
2022
Q1 | $221K | Buy |
+1,354
| New | +$221K | ﹤0.01% | 1520 |
|