Clear Perspectives Financial Planning’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
Q4 | – | Sell |
-235
| Closed | -$17K | – | 258 |
|
|
2022
Q3 | $17K | Hold |
235
| – | – | 0.01% | 131 |
|
|
2022
Q2 | $19K | Sell |
235
-200
| -46% | -$16.2K | 0.01% | 134 |
|
|
2022
Q1 | $37K | Hold |
435
| – | – | 0.01% | 108 |
|
|
2021
Q4 | $39K | Hold |
435
| – | – | 0.02% | 116 |
|
|
2021
Q3 | $42K | Hold |
435
| – | – | 0.02% | 106 |
|
|
2021
Q2 | $43K | Hold |
435
| – | – | 0.02% | 103 |
|
|
2021
Q1 | $41K | Hold |
435
| – | – | 0.02% | 95 |
|
|
2020
Q4 | $41K | Buy |
+435
| New | +$41K | 0.03% | 90 |
|