Financial Synergies Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-202
| Closed | -$8.87K | – | 276 |
|
|
2024
Q1 | $8.87K | Buy |
202
+68
| +51% | +$2.99K | ﹤0.01% | 256 |
|
|
2023
Q4 | $5.73K | Sell |
134
-32
| -19% | -$1.37K | ﹤0.01% | 211 |
|
|
2023
Q3 | $7.12K | Buy |
166
+14
| +9% | +$600 | ﹤0.01% | 250 |
|
|
2023
Q2 | $6.82K | Buy |
152
+11
| +8% | +$494 | ﹤0.01% | 247 |
|
|
2023
Q1 | $6.44K | Buy |
141
+7
| +5% | +$320 | ﹤0.01% | 251 |
|
|
2022
Q4 | $5.73K | Buy |
134
+29
| +28% | +$1.24K | ﹤0.01% | 211 |
|
|
2022
Q3 | $4.27K | Buy |
105
+14
| +15% | +$569 | ﹤0.01% | 195 |
|
|
2022
Q2 | $4.3K | Buy |
+91
| New | +$4.3K | ﹤0.01% | 194 |
|