Charter Oak Capital Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,081
| Closed | -$51K | – | 551 |
|
2022
Q2 | $51K | Hold |
1,081
| – | – | 0.01% | 325 |
|
2022
Q1 | $58K | Hold |
1,081
| – | – | 0.01% | 336 |
|
2021
Q4 | $62K | Hold |
1,081
| – | – | 0.01% | 322 |
|
2021
Q3 | $66K | Hold |
1,081
| – | – | 0.01% | 294 |
|
2021
Q2 | $71K | Hold |
1,081
| – | – | 0.01% | 277 |
|
2021
Q1 | $68K | Buy |
+1,081
| New | +$68K | 0.01% | 281 |
|