Bourgeon Capital Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-480	Closed	-$30.7K	–	171
2023 Q4	$30.7K	Buy	480 +55	+13%	+$3.51K	0.01%	178
2023 Q3	$24.3K	Buy	425 +85	+25%	+$4.85K	0.01%	180
2023 Q2	$20.7K	Buy	+340	New	+$20.7K	﹤0.01%	210