DWMG
DB Wealth Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12.6K | Hold |
120
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $11.3K | Hold |
120
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $11.7K | Hold |
120
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $10.9K | Sell |
120
-11
| -8% | -$995 | 0.01% | 275 |
|
|
2022
Q4 | $11.1K | Hold |
131
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $10K | Hold |
131
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $11K | Sell |
131
-10
| -7% | -$840 | 0.01% | 280 |
|
|
2022
Q1 | $14K | Buy |
141
+41
| +41% | +$4.07K | 0.01% | 286 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 273 |
|