Beaumont Financial Advisors’s SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $299K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $260K | Hold |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $214K | Buy |
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