BCA
Bay Colony Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,279
| Closed | -$231K | – | 353 |
|
|
2022
Q1 | $231K | Sell |
2,279
-722
| -24% | -$73.2K | 0.06% | 311 |
|
|
2021
Q4 | $324K | Buy |
3,001
+821
| +38% | +$88.6K | 0.09% | 250 |
|
|
2021
Q3 | $215K | Buy |
2,180
+7
| +0.3% | +$690 | 0.07% | 314 |
|
|
2021
Q2 | $214K | Buy |
+2,173
| New | +$214K | 0.07% | 321 |
|