Elmwood Wealth Management’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-265
| Closed | -$46K | – | 146 |
|
|
2021
Q4 | $46K | Buy |
+265
| New | +$46K | 0.02% | 191 |
|
|
2021
Q2 | $44K | Hold |
265
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $41K | Buy |
+265
| New | +$41K | 0.03% | 171 |
|
|
2020
Q3 | $32K | Hold |
265
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $32K | Sell |
265
-10
| -4% | -$1.21K | 0.03% | 143 |
|
|
2020
Q1 | $32.1K | Buy |
+275
| New | +$32.1K | 0.03% | 141 |
|
|
2019
Q4 | – | Sell |
-275
| Closed | -$33K | – | 114 |
|
|
2019
Q3 | $33K | Hold |
275
| – | – | 0.03% | 122 |
|
|
2019
Q2 | $33K | Hold |
275
| – | – | 0.03% | 136 |
|
|
2019
Q1 | $32K | Hold |
275
| – | – | 0.03% | 135 |
|
|
2018
Q4 | $28K | Hold |
275
| – | – | 0.03% | 143 |
|
|
2018
Q3 | $33K | Hold |
275
| – | – | 0.03% | 152 |
|
|
2018
Q2 | $31.7K | Hold |
275
| – | – | 0.03% | 146 |
|
|
2018
Q1 | $32.1K | Buy |
+275
| New | +$32.1K | 0.03% | 141 |
|