Clear Perspectives Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-780
| Closed | -$58K | – | 216 |
|
|
2022
Q1 | $58K | Sell |
780
-1,994
| -72% | -$148K | 0.02% | 89 |
|
|
2021
Q4 | $220K | Hold |
2,774
| – | – | 0.09% | 54 |
|
|
2021
Q3 | $217K | Hold |
2,774
| – | – | 0.1% | 57 |
|
|
2021
Q2 | $219K | Buy |
2,774
+836
| +43% | +$66K | 0.11% | 58 |
|
|
2021
Q1 | $147K | Buy |
1,938
+250
| +15% | +$19K | 0.09% | 59 |
|
|
2020
Q4 | $123K | Buy |
+1,688
| New | +$123K | 0.08% | 62 |
|