Cedar Brook Financial Partners’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 |
-4,426
| Closed | -$348K | – | 340 |
|
|
2024
Q1 | $348K | Hold |
4,426
| – | – | 0.07% | 283 |
|
|
2023
Q4 | $351K | Sell |
4,426
-221
| -5% | -$17.5K | 0.08% | 258 |
|
|
2023
Q3 | $346K | Sell |
4,647
-2
| -0% | -$149 | 0.09% | 223 |
|
|
2023
Q2 | $368K | Buy |
4,649
+44
| +1% | +$3.48K | 0.09% | 236 |
|
|
2023
Q1 | $365K | Buy |
4,605
+275
| +6% | +$21.8K | 0.09% | 235 |
|
|
2022
Q4 | $342K | Sell |
4,330
-560
| -11% | -$44.2K | 0.1% | 241 |
|
|
2022
Q3 | $347K | Buy |
4,890
+37
| +0.8% | +$2.62K | 0.11% | 210 |
|
|
2022
Q2 | $388K | Buy |
4,853
+122
| +3% | +$9.75K | 0.12% | 194 |
|
|
2022
Q1 | $404K | Sell |
4,731
-303
| -6% | -$25.9K | 0.1% | 213 |
|
|
2021
Q4 | $457K | Buy |
5,034
+7
| +0.1% | +$635 | 0.12% | 196 |
|
|
2021
Q3 | $483K | Sell |
5,027
-270
| -5% | -$25.9K | 0.15% | 167 |
|
|
2021
Q2 | $526K | Buy |
5,297
+859
| +19% | +$85.3K | 0.15% | 170 |
|
|
2021
Q1 | $421K | Buy |
+4,438
| New | +$421K | 0.15% | 171 |
|