Charter Oak Capital Management’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
2022
Q3
Sell
-1,000
Closed -$80K 746
2022
Q2
$80K Hold
1,000
0.01% 272
2022
Q1
$85K Hold
1,000
0.01% 283
2021
Q4
$91K Hold
1,000
0.01% 270
2021
Q3
$96K Buy
+1,000
New +$96K 0.01% 253