Carolina Wealth Advisors’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.8K | Sell |
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|
2025
Q2 | $52.7K | Sell |
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|
2025
Q1 | $56.4K | Sell |
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|
2024
Q4 | $59.3K | Sell |
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|
2024
Q3 | $62.8K | Hold |
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|
2024
Q2 | $59.9K | Sell |
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|
2024
Q1 | $62.9K | Hold |
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|
2023
Q4 | $57.7K | Sell |
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|
2023
Q3 | $53K | Buy |
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|
2023
Q2 | $47.3K | Hold |
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|
2023
Q1 | $44.5K | Sell |
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|
2022
Q4 | $43K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q3 | $27K | Buy |
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