Clearview Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-79
| Closed | -$3.73K | – | 254 |
|
2023
Q2 | $3.73K | Buy |
+79
| New | +$3.73K | ﹤0.01% | 459 |
|
2023
Q1 | – | Sell |
-4
| Closed | -$187 | – | 679 |
|
2022
Q4 | $187 | Buy |
+4
| New | +$187 | ﹤0.01% | 594 |
|
2021
Q3 | – | Sell |
-11
| Closed | -$1K | – | 666 |
|
2021
Q2 | $1K | Sell |
11
-24
| -69% | -$2.18K | ﹤0.01% | 610 |
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 546 |
|
2020
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 508 |
|