Cardinal Point Wealth Management Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$629K Sell
13,359
-76
-0.6% -$3.58K 0.19% 45
2022
Q4
$618K Buy
13,435
+6,250
+87% +$287K 0.21% 39
2022
Q3
$325K Sell
7,185
-140
-2% -$6.33K 0.16% 40
2022
Q2
$350K Buy
+7,325
New +$350K 0.17% 38