Cetera Advisor Networks’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-51,477
| Closed | -$3.85M | – | 1744 |
|
2020
Q2 | $3.85M | Buy |
51,477
+12,067
| +31% | +$902K | 0.1% | 195 |
|
2020
Q1 | $2.44M | Buy |
39,410
+1,172
| +3% | +$72.6K | 0.08% | 228 |
|
2019
Q4 | $2.94M | Buy |
38,238
+3,139
| +9% | +$242K | 0.08% | 236 |
|
2019
Q3 | $2.49M | Buy |
35,099
+2,161
| +7% | +$153K | 0.08% | 242 |
|
2019
Q2 | $2.3M | Buy |
32,938
+13,641
| +71% | +$952K | 0.07% | 248 |
|
2019
Q1 | $1.3M | Buy |
+19,297
| New | +$1.3M | 0.04% | 348 |
|