Clear Perspectives Financial Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-997
| Closed | -$37K | – | 217 |
|
|
2022
Q1 | $37K | Hold |
997
| – | – | 0.01% | 107 |
|
|
2021
Q4 | $40K | Sell |
997
-2,225
| -69% | -$89.3K | 0.02% | 114 |
|
|
2021
Q3 | $134K | Sell |
3,222
-606
| -16% | -$25.2K | 0.06% | 68 |
|
|
2021
Q2 | $173K | Buy |
3,828
+1,603
| +72% | +$72.4K | 0.08% | 62 |
|
|
2021
Q1 | $96K | Buy |
2,225
+225
| +11% | +$9.71K | 0.06% | 67 |
|
|
2020
Q4 | $84K | Buy |
+2,000
| New | +$84K | 0.05% | 70 |
|