Cardinal Point Wealth Management Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $725K | Sell |
15,095
-1,615
| -10% | -$77.6K | 0.22% | 42 |
|
|
2022
Q4 | $781K | Buy |
16,710
+11,750
| +237% | +$549K | 0.27% | 33 |
|
|
2022
Q3 | $229K | Sell |
4,960
-290
| -6% | -$13.4K | 0.11% | 46 |
|
|
2022
Q2 | $257K | Sell |
5,250
-400
| -7% | -$19.6K | 0.12% | 43 |
|
|
2022
Q1 | $292K | Hold |
5,650
| – | – | 0.13% | 41 |
|
|
2021
Q4 | $312K | Buy |
+5,650
| New | +$312K | 0.14% | 39 |
|