Dougherty Wealth Advisers’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $158K | Hold |
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|
2025
Q2 | $147K | Buy |
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|
2025
Q1 | $69K | Buy |
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|
2024
Q4 | $27.1K | Hold |
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|
2024
Q3 | $27.5K | Buy |
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|
2024
Q2 | $19.2K | Sell |
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|
2024
Q1 | $19K | Sell |
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|
2023
Q4 | $17.7K | Hold |
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|
2023
Q3 | $16.1K | Hold |
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|
2023
Q2 | $16.7K | Hold |
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|
2023
Q1 | $15.8K | Buy |
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|
2022
Q4 | $14.5K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Buy |
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