First Heartland Consultants’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
Q4 | – | Sell |
-2,500
| Closed | -$212K | – | 498 |
|
|
2024
Q3 | $212K | Sell |
2,500
-217
| -8% | -$18.4K | 0.02% | 426 |
|
|
2024
Q2 | $204 | Buy |
2,717
+15
| +0.6% | +$1 | 0.01% | 427 |
|
|
2024
Q1 | $213K | Sell |
2,702
-678
| -20% | -$53.4K | 0.02% | 400 |
|
|
2023
Q4 | $274K | Buy |
3,380
+14
| +0.4% | +$1.14K | 0.03% | 300 |
|
|
2023
Q3 | $251K | Sell |
3,366
-242
| -7% | -$18K | 0.03% | 320 |
|
|
2023
Q2 | $285K | Buy |
3,608
+140
| +4% | +$11.1K | 0.04% | 300 |
|
|
2023
Q1 | $275K | Buy |
3,468
+600
| +21% | +$47.5K | 0.04% | 293 |
|
|
2022
Q4 | $226K | Buy |
+2,868
| New | +$226K | 0.04% | 331 |
|