CPFP
ESG icon

Clear Perspectives Financial Planning’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Clear Perspectives Financial Planning’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$22K – 214
2022
Q2 		$22K Buy
+250
New +$22K 0.01% 123
2021
Q2 		– Sell
-100
Closed -$10K – 201
2021
Q1 		$10K Hold
100
– – 0.01% 151
2020
Q4 		$9K Buy
+100
New +$9K 0.01% 148