Centerpoint Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
112
+11
| +11% | +$786 | ﹤0.01% | 318 |
|
|
2025
Q1 | $7K | Buy |
101
+20
| +25% | +$1.39K | ﹤0.01% | 336 |
|
|
2024
Q4 | $6K | Buy |
81
+34
| +72% | +$2.52K | ﹤0.01% | 372 |
|
|
2024
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $4K | Buy |
47
+4
| +9% | +$340 | ﹤0.01% | 391 |
|
|
2024
Q1 | $3K | Buy |
43
+10
| +30% | +$698 | ﹤0.01% | 386 |
|
|
2023
Q4 | $3K | Buy |
33
+19
| +136% | +$1.73K | ﹤0.01% | 381 |
|
|
2023
Q3 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 535 |
|
|
2023
Q2 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 532 |
|
|
2023
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 641 |
|