Avestar Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150
| Closed | -$9K | – | 380 |
|
|
2019
Q2 | $9K | Hold |
150
| – | – | 0.01% | 511 |
|
|
2019
Q1 | $9K | Sell |
150
-50
| -25% | -$3K | 0.01% | 487 |
|
|
2018
Q4 | $11K | Hold |
200
| – | – | 0.01% | 426 |
|
|
2018
Q3 | $13K | Hold |
200
| – | – | 0.01% | 420 |
|
|
2018
Q2 | $13K | Buy |
+200
| New | +$13K | 0.01% | 422 |
|