BWA
Burt Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-24
| Closed | -$2K | – | 173 |
|
|
2020
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 350 |
|
|
2020
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 376 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 372 |
|
|
2019
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 318 |
|
|
2019
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 316 |
|
|
2019
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 320 |
|
|
2019
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 332 |
|
|
2018
Q4 | – | Sell |
-138
| Closed | -$9K | – | 361 |
|
|
2018
Q3 | $9K | Hold |
138
| – | – | ﹤0.01% | 298 |
|
|
2018
Q2 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 288 |
|