Bison Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,687
| Closed | -$70K | – | 369 |
|
|
2021
Q3 | $70K | Hold |
1,687
| – | – | 0.03% | 289 |
|
|
2021
Q2 | $76K | Hold |
1,687
| – | – | 0.03% | 298 |
|
|
2021
Q1 | $73K | Hold |
1,687
| – | – | 0.03% | 297 |
|
|
2020
Q4 | $71K | Buy |
1,687
+1,307
| +344% | +$55K | 0.03% | 277 |
|
|
2020
Q3 | $14K | Buy |
+380
| New | +$14K | 0.01% | 301 |
|