Destiny Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,366
| Closed | -$101K | – | 321 |
|
|
2022
Q4 | $101K | Hold |
3,366
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $93K | Sell |
3,366
-343
| -9% | -$9.48K | 0.02% | 227 |
|
|
2022
Q2 | $120K | Sell |
3,709
-1,746
| -32% | -$56.5K | 0.03% | 225 |
|
|
2022
Q1 | $200K | Sell |
5,455
-417
| -7% | -$15.3K | 0.04% | 156 |
|
|
2021
Q4 | $233K | Sell |
5,872
-411
| -7% | -$16.3K | 0.04% | 160 |
|
|
2021
Q3 | $260K | Sell |
6,283
-424
| -6% | -$17.5K | 0.05% | 147 |
|
|
2021
Q2 | $303K | Sell |
6,707
-378
| -5% | -$17.1K | 0.06% | 157 |
|
|
2021
Q1 | $307K | Sell |
7,085
-219
| -3% | -$9.49K | 0.06% | 134 |
|
|
2020
Q4 | $307K | Buy |
+7,304
| New | +$307K | 0.06% | 154 |
|