Creative Planning’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$5K | – | 3775 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 3963 |
|
|
2017
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3927 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 3901 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 3816 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 3602 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3569 |
|
|
2015
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3647 |
|