BWP
Bernardo Wealth Planning’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 |
-60,761
| Closed | -$6.16M | – | 87 |
|
|
2022
Q1 | $6.16M | Buy |
60,761
+1,487
| +3% | +$151K | 3.06% | 11 |
|
|
2021
Q4 | $6.4M | Buy |
59,274
+1,237
| +2% | +$133K | 3.12% | 11 |
|
|
2021
Q3 | $5.71M | Sell |
58,037
-975
| -2% | -$96K | 3.32% | 9 |
|
|
2021
Q2 | $5.81M | Buy |
59,012
+5,605
| +10% | +$552K | 3.49% | 8 |
|
|
2021
Q1 | $4.85M | Buy |
53,407
+1,283
| +2% | +$117K | 3.09% | 10 |
|
|
2020
Q4 | $4.48M | Buy |
52,124
+3,062
| +6% | +$263K | 1.73% | 13 |
|
|
2020
Q3 | $3.74M | Buy |
49,062
+505
| +1% | +$38.5K | 1.68% | 13 |
|
|
2020
Q2 | $3.4M | Buy |
48,557
+4,185
| +9% | +$293K | 1.82% | 14 |
|
|
2020
Q1 | $2.55M | Buy |
+44,372
| New | +$2.55M | 1.77% | 12 |
|