Financial Gravity Asset Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-148
| Closed | -$9.66K | – | 1718 |
|
|
2024
Q1 | $9.66K | Sell |
148
-7,647
| -98% | -$499K | ﹤0.01% | 731 |
|
|
2023
Q4 | $2.2M | Buy |
7,795
+100
| +1% | +$28.2K | 0.02% | 211 |
|
|
2023
Q3 | $2.19M | Buy |
7,695
+7,156
| +1,328% | +$2.04M | 0.02% | 202 |
|
|
2023
Q2 | $33 | Hold |
539
| – | – | ﹤0.01% | 1444 |
|
|
2023
Q1 | $32 | Buy |
+539
| New | +$32 | ﹤0.01% | 764 |
|