Ausdal Financial Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,227
| Closed | -$234K | – | 454 |
|
|
2022
Q2 | $234K | Sell |
7,227
-140
| -2% | -$4.53K | 0.04% | 390 |
|
|
2022
Q1 | $271K | Buy |
7,367
+2,225
| +43% | +$81.8K | 0.04% | 384 |
|
|
2021
Q4 | $204K | Buy |
+5,142
| New | +$204K | 0.03% | 447 |
|
|
2021
Q2 | – | Sell |
-5,144
| Closed | -$223K | – | 469 |
|
|
2021
Q1 | $223K | Sell |
5,144
-423
| -8% | -$18.3K | 0.04% | 398 |
|
|
2020
Q4 | $234K | Buy |
+5,567
| New | +$234K | 0.05% | 361 |
|