Eudaimonia Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-333
| Closed | -$30K | – | 656 |
|
|
2021
Q1 | $30K | Sell |
333
-355
| -52% | -$32K | 0.01% | 802 |
|
|
2020
Q4 | $59K | Sell |
688
-939
| -58% | -$80.5K | 0.01% | 556 |
|
|
2020
Q3 | $124K | Sell |
1,627
-306
| -16% | -$23.3K | 0.03% | 361 |
|
|
2020
Q2 | $135K | Buy |
1,933
+270
| +16% | +$18.9K | 0.05% | 293 |
|
|
2020
Q1 | $96K | Buy |
+1,663
| New | +$96K | 0.04% | 334 |
|