Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,644
| Closed | -$224K | – | 588 |
|
|
2024
Q3 | $224K | Sell |
2,644
-622
| -19% | -$52.7K | 0.02% | 471 |
|
|
2024
Q2 | $245K | Sell |
3,266
-3,254
| -50% | -$244K | 0.03% | 433 |
|
|
2024
Q1 | $513K | Sell |
6,520
-3,922
| -38% | -$309K | 0.06% | 266 |
|
|
2023
Q4 | $846K | Sell |
10,442
-3,424
| -25% | -$278K | 0.1% | 176 |
|
|
2023
Q3 | $1.03M | Sell |
13,866
-945
| -6% | -$70.4K | 0.14% | 154 |
|
|
2023
Q2 | $1.17M | Buy |
14,811
+334
| +2% | +$26.4K | 0.16% | 145 |
|
|
2023
Q1 | $1.15M | Sell |
14,477
-129
| -0.9% | -$10.2K | 0.16% | 144 |
|
|
2022
Q4 | $1.15M | Sell |
14,606
-90
| -0.6% | -$7.1K | 0.17% | 141 |
|
|
2022
Q3 | $1.04M | Sell |
14,696
-702
| -5% | -$49.8K | 0.16% | 151 |
|
|
2022
Q2 | $1.23M | Buy |
15,398
+724
| +5% | +$57.8K | 0.19% | 148 |
|
|
2022
Q1 | $1.25M | Buy |
14,674
+560
| +4% | +$47.8K | 0.17% | 156 |
|
|
2021
Q4 | $1.28M | Buy |
14,114
+2,389
| +20% | +$217K | 0.17% | 156 |
|
|
2021
Q3 | $1.13M | Buy |
11,725
+1,843
| +19% | +$177K | 0.17% | 165 |
|
|
2021
Q2 | $982K | Buy |
9,882
+890
| +10% | +$88.4K | 0.15% | 176 |
|
|
2021
Q1 | $853K | Buy |
8,992
+4,356
| +94% | +$413K | 0.14% | 171 |
|
|
2020
Q4 | $433K | Buy |
+4,636
| New | +$433K | 0.08% | 250 |
|