Fiduciary Planning’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,278
| Closed | -$411K | – | 57 |
|
|
2021
Q3 | $411K | Hold |
4,278
| – | – | 0.22% | 50 |
|
|
2021
Q2 | $425K | Buy |
4,278
+1,328
| +45% | +$132K | 0.37% | 52 |
|
|
2021
Q1 | $280K | Buy |
2,950
+67
| +2% | +$6.36K | 0.42% | 37 |
|
|
2020
Q4 | $269K | Buy |
2,883
+13
| +0.5% | +$1.21K | 0.38% | 46 |
|
|
2020
Q3 | $231K | Buy |
+2,870
| New | +$231K | 0.38% | 45 |
|