Danda Trouve Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5K | Hold |
193
| – | – | 0.01% | 95 |
|
|
2022
Q2 | $6K | Hold |
193
| – | – | 0.01% | 77 |
|
|
2022
Q1 | $7K | Buy |
193
+14
| +8% | +$508 | 0.01% | 88 |
|
|
2021
Q4 | $7K | Buy |
179
+36
| +25% | +$1.41K | 0.01% | 110 |
|
|
2021
Q3 | $5K | Buy |
143
+52
| +57% | +$1.82K | 0.01% | 139 |
|
|
2021
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 157 |
|
|
2021
Q1 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 117 |
|