Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,646
| Closed | -$316K | – | 168 |
|
|
2021
Q4 | $316K | Sell |
3,646
-324
| -8% | -$28.1K | 0.07% | 127 |
|
|
2021
Q3 | $381K | Buy |
3,970
+150
| +4% | +$14.4K | 0.09% | 106 |
|
|
2021
Q2 | $380K | Buy |
3,820
+20
| +0.5% | +$1.99K | 0.1% | 103 |
|
|
2021
Q1 | $360K | Buy |
3,800
+1,170
| +44% | +$111K | 0.1% | 97 |
|
|
2020
Q4 | $262K | Buy |
2,630
+100
| +4% | +$9.96K | 0.08% | 108 |
|
|
2020
Q3 | $204K | Buy |
+2,530
| New | +$204K | 0.07% | 113 |
|