CWP
Concord Wealth Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43K | Sell |
32
-124
| -79% | -$9.41K | ﹤0.01% | 704 |
|
|
2025
Q1 | $11.3K | Sell |
156
-365
| -70% | -$26.4K | ﹤0.01% | 494 |
|
|
2024
Q4 | $37.3K | Sell |
521
-74
| -12% | -$5.3K | 0.01% | 376 |
|
|
2024
Q3 | $50.5K | Sell |
595
-255
| -30% | -$21.6K | 0.01% | 335 |
|
|
2024
Q2 | $63.8K | Sell |
850
-1,941
| -70% | -$146K | 0.01% | 284 |
|
|
2024
Q1 | $220K | Buy |
2,791
+1,423
| +104% | +$112K | 0.04% | 200 |
|
|
2023
Q4 | $111K | Sell |
1,368
-3,582
| -72% | -$290K | 0.02% | 269 |
|
|
2023
Q3 | $369K | Sell |
4,950
-2,803
| -36% | -$209K | 0.08% | 140 |
|
|
2023
Q2 | $613K | Buy |
7,753
+2,838
| +58% | +$224K | 0.13% | 98 |
|
|
2023
Q1 | $389K | Sell |
4,915
-1,729
| -26% | -$137K | 0.11% | 98 |
|
|
2022
Q4 | $524K | Buy |
6,644
+2,052
| +45% | +$162K | 0.16% | 83 |
|
|
2022
Q3 | $325K | Buy |
4,592
+3,250
| +242% | +$230K | 0.1% | 122 |
|
|
2022
Q2 | $107K | Buy |
1,342
+642
| +92% | +$51.2K | 0.03% | 254 |
|
|
2022
Q1 | $60K | Hold |
700
| – | – | 0.02% | 395 |
|
|
2021
Q4 | $64K | Hold |
700
| – | – | 0.02% | 411 |
|
|
2021
Q3 | $67K | Hold |
700
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $70K | Hold |
700
| – | – | 0.02% | 295 |
|
|
2021
Q1 | $66K | Hold |
700
| – | – | 0.02% | 291 |
|
|
2020
Q4 | $65K | Buy |
+700
| New | +$65K | 0.05% | 176 |
|