Financial Gravity Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,334
| Closed | -$107K | – | 2342 |
|
|
2024
Q1 | $107K | Sell |
1,334
-73,263
| -98% | -$5.89M | 0.01% | 272 |
|
|
2023
Q4 | $3.24M | Buy |
74,597
+934
| +1% | +$40.5K | 0.03% | 156 |
|
|
2023
Q3 | $3.16M | Buy |
73,663
+68,542
| +1,338% | +$2.94M | 0.03% | 155 |
|
|
2023
Q2 | $405 | Buy |
5,121
+204
| +4% | +$16 | ﹤0.01% | 1039 |
|
|
2023
Q1 | $389 | Buy |
+4,917
| New | +$389 | 0.01% | 483 |
|