Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-130
| Closed | -$4K | – | 259 |
|
|
2020
Q2 | $4K | Sell |
130
-8,596
| -99% | -$264K | ﹤0.01% | 275 |
|
|
2020
Q1 | $229K | Buy |
8,726
+8,622
| +8,290% | +$226K | 0.29% | 67 |
|
|
2019
Q4 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 285 |
|
|
2019
Q3 | – | Sell |
-581
| Closed | -$20K | – | 150 |
|
|
2019
Q2 | $20K | Sell |
581
-1,432
| -71% | -$49.3K | 0.02% | 236 |
|
|
2019
Q1 | $69K | Hold |
2,013
| – | – | 0.07% | 181 |
|
|
2018
Q4 | $62K | Hold |
2,013
| – | – | 0.07% | 165 |
|
|
2018
Q3 | $67K | Buy |
2,013
+581
| +41% | +$19.3K | 0.06% | 164 |
|
|
2018
Q2 | $48K | Hold |
1,432
| – | – | 0.05% | 179 |
|
|
2018
Q1 | $54K | Buy |
+1,432
| New | +$54K | 0.05% | 169 |
|