Capital Analysts LLC’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $401K | Sell |
|
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|
2023
Q1 | $371K | Sell |
|
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|
2022
Q4 | $781K | Buy |
|
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|
2022
Q3 | $546K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $578K | Sell |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $163K | Buy |
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|
2020
Q3 | $92K | Buy |
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|
2020
Q2 | $66K | Buy |
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|
2020
Q1 | $55K | Buy |
|