Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-62
| Closed | -$4.63K | – | 1121 |
|
|
2023
Q3 | $4.63K | Hold |
62
| – | – | ﹤0.01% | 728 |
|
|
2023
Q2 | $4.91K | Hold |
62
| – | – | ﹤0.01% | 710 |
|
|
2023
Q1 | $4.88K | Hold |
62
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $4.86K | Buy |
62
+1
| +2% | +$78 | ﹤0.01% | 670 |
|
|
2022
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $5K | Buy |
61
+1
| +2% | +$82 | ﹤0.01% | 650 |
|
|
2022
Q1 | $5K | Buy |
60
+30
| +100% | +$2.5K | ﹤0.01% | 582 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 624 |
|
|
2021
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 602 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 575 |
|
|
2021
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 528 |
|