Avestar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$14K | – | 716 |
|
|
2019
Q2 | $14K | Hold |
250
| – | – | 0.01% | 451 |
|
|
2019
Q1 | $14K | Sell |
250
-250
| -50% | -$14K | 0.01% | 427 |
|
|
2018
Q4 | $26K | Hold |
500
| – | – | 0.02% | 317 |
|
|
2018
Q3 | $29K | Buy |
500
+300
| +150% | +$17.4K | 0.02% | 329 |
|
|
2018
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 450 |
|