BWA
Burt Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-69
| Closed | -$6K | – | 174 |
|
|
2020
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 303 |
|
|
2020
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 311 |
|
|
2020
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 298 |
|
|
2020
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 322 |
|
|
2019
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 293 |
|
|
2019
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 297 |
|
|
2019
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 303 |
|
|
2019
Q1 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 309 |
|