FormulaFolio Investments’s SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-26,496
| Closed | -$610K | – | 378 |
|
|
2019
Q3 | $610K | Buy |
26,496
+3,284
| +14% | +$75.6K | 0.02% | 202 |
|
|
2019
Q2 | $532K | Buy |
23,212
+1,664
| +8% | +$38.1K | 0.02% | 198 |
|
|
2019
Q1 | $488K | Buy |
21,548
+8,892
| +70% | +$201K | 0.02% | 196 |
|
|
2018
Q4 | $291K | Hold |
12,656
| – | – | 0.01% | 267 |
|
|
2018
Q3 | $291K | Buy |
+12,656
| New | +$291K | 0.01% | 267 |
|