Endurance Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $93K | Hold |
956
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $86K | Hold |
956
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $81K | Hold |
956
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $76K | Hold |
956
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $80K | Sell |
956
-100
| -9% | -$8.37K | 0.01% | 280 |
|
|
2022
Q1 | $107K | Buy |
+1,056
| New | +$107K | 0.01% | 269 |
|