CIA
Compass Ion Advisors’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,493
| Closed | -$342K | – | 81 |
|
|
2022
Q1 | $342K | Hold |
12,493
| – | – | 0.11% | 61 |
|
|
2021
Q4 | $364K | Buy |
12,493
+441
| +4% | +$12.8K | 0.12% | 66 |
|
|
2021
Q3 | $345K | Sell |
12,052
-103
| -0.8% | -$2.95K | 0.12% | 63 |
|
|
2021
Q2 | $351K | Sell |
12,155
-389
| -3% | -$11.2K | 0.14% | 59 |
|
|
2021
Q1 | $350K | Buy |
12,544
+786
| +7% | +$21.9K | 0.14% | 58 |
|
|
2020
Q4 | $326K | Sell |
11,758
-4,236
| -26% | -$117K | 0.13% | 59 |
|
|
2020
Q3 | $421K | Buy |
+15,994
| New | +$421K | 0.27% | 42 |
|