Caldwell Trust’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-670
|
|
||||
|
2023
Q1 | $30.5K | Buy |
670
+31
|
|
||||
|
2022
Q4 | $27.2K | Buy |
639
+68
|
|
||||
|
2022
Q3 | $23.3K | Buy |
571
+308
|
|
||||
|
2022
Q2 | $12.5K | Hold |
263
|
|
||||
|
2022
Q1 | $14.2K | Buy |
263
+38
|
|
||||
|
2021
Q4 | $13K | Hold |
225
|
|
||||
|
2021
Q3 | $13.8K | Hold |
225
|
|
||||
|
2021
Q2 | $14.8K | Buy |
+225
|
|