Cardinal Point Wealth Management Partners’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $754K | Buy |
27,545
+255
| +0.9% | +$6.98K | 0.23% | 40 |
|
|
2022
Q4 | $707K | Buy |
27,290
+12,485
| +84% | +$324K | 0.24% | 34 |
|
|
2022
Q3 | $368K | Sell |
14,805
-65
| -0.4% | -$1.62K | 0.18% | 35 |
|
|
2022
Q2 | $392K | Buy |
14,870
+2,600
| +21% | +$68.5K | 0.19% | 37 |
|
|
2022
Q1 | $366K | Sell |
12,270
-420
| -3% | -$12.5K | 0.16% | 35 |
|
|
2021
Q4 | $403K | Buy |
+12,690
| New | +$403K | 0.17% | 35 |
|