First Pacific Financial’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
Q1 | – | Sell |
-5,347
| Closed | -$433K | – | 440 |
|
|
2023
Q4 | $433K | Sell |
5,347
-1,809
| -25% | -$147K | 0.13% | 97 |
|
|
2023
Q3 | $533K | Buy |
7,156
+1,096
| +18% | +$81.7K | 0.24% | 79 |
|
|
2023
Q2 | $479K | Sell |
6,060
-1,856
| -23% | -$147K | 0.2% | 90 |
|
|
2023
Q1 | $627K | Sell |
7,916
-7,162
| -47% | -$567K | 0.29% | 78 |
|
|
2022
Q4 | $1.19M | Sell |
15,078
-443
| -3% | -$35K | 0.59% | 23 |
|
|
2022
Q3 | $1.1M | Buy |
+15,521
| New | +$1.1M | 0.63% | 22 |
|