Cary Street Partners Investment Advisory’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,824
| Closed | -$1.64M | – | 764 |
|
|
2024
Q1 | $1.64M | Buy |
20,824
+662
| +3% | +$52.1K | 0.07% | 273 |
|
|
2023
Q4 | $1.63M | Buy |
20,162
+1,143
| +6% | +$92.6K | 0.08% | 252 |
|
|
2023
Q3 | $1.42M | Buy |
19,019
+1,960
| +11% | +$146K | 0.08% | 258 |
|
|
2023
Q2 | $1.35M | Hold |
17,059
| – | – | 0.09% | 231 |
|
|
2023
Q1 | $1.35M | Hold |
17,059
| – | – | 0.1% | 206 |
|
|
2022
Q4 | $1.35M | Hold |
17,059
| – | – | 0.1% | 204 |
|
|
2022
Q3 | $1.21M | Buy |
+17,059
| New | +$1.21M | 0.1% | 200 |
|