FinTrust Capital Advisors’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
Q3 | $41.6K | Sell |
578
-73
| -11% | -$5.26K | 0.01% | 620 |
|
|
2024
Q2 | $43.9K | Buy |
651
+115
| +21% | +$7.75K | 0.01% | 558 |
|
|
2024
Q1 | $36.5K | Buy |
536
+46
| +9% | +$3.13K | 0.01% | 601 |
|
|
2023
Q4 | $31.3K | Sell |
490
-14
| -3% | -$894 | 0.01% | 592 |
|
|
2023
Q3 | $28.8K | Sell |
504
-377
| -43% | -$21.5K | 0.01% | 574 |
|
|
2023
Q2 | $47.8K | Hold |
881
| – | – | 0.01% | 450 |
|
|
2023
Q1 | $47.8K | Hold |
881
| – | – | 0.01% | 450 |
|
|
2022
Q4 | $47.8K | Hold |
881
| – | – | 0.01% | 450 |
|
|
2022
Q3 | $42K | Buy |
+881
| New | +$42K | 0.01% | 541 |
|