Foster Dykema Cabot & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.59M | Hold |
21,299
| – | – | 0.19% | 37 |
|
|
2023
Q2 | $1.68M | Hold |
21,299
| – | – | 0.2% | 36 |
|
|
2023
Q1 | $1.69M | Hold |
21,299
| – | – | 0.22% | 36 |
|
|
2022
Q4 | $1.68M | Sell |
21,299
-494
| -2% | -$39K | 0.24% | 35 |
|
|
2022
Q3 | $1.54M | Hold |
21,793
| – | – | 0.19% | 38 |
|
|
2022
Q2 | $1.74M | Sell |
21,793
-2,839
| -12% | -$227K | 0.21% | 31 |
|
|
2022
Q1 | $2.1M | Hold |
24,632
| – | – | 0.25% | 36 |
|
|
2021
Q4 | $2.24M | Buy |
24,632
+3,400
| +16% | +$309K | 0.25% | 36 |
|
|
2021
Q3 | $2.04M | Buy |
21,232
+1,139
| +6% | +$109K | 0.25% | 38 |
|
|
2021
Q2 | $2M | Hold |
20,093
| – | – | 0.25% | 38 |
|
|
2021
Q1 | $1.91M | Buy |
20,093
+353
| +2% | +$33.5K | 0.26% | 38 |
|
|
2020
Q4 | $1.84M | Buy |
19,740
+3,889
| +25% | +$363K | 0.26% | 39 |
|
|
2020
Q3 | $1.28M | Buy |
15,851
+75
| +0.5% | +$6.03K | 0.21% | 37 |
|
|
2020
Q2 | $1.08M | Sell |
15,776
-829
| -5% | -$56.5K | 0.19% | 40 |
|
|
2020
Q1 | $954K | Buy |
16,605
+677
| +4% | +$38.9K | 0.18% | 39 |
|
|
2019
Q4 | $1.04M | Sell |
15,928
-129
| -0.8% | -$8.44K | 0.15% | 41 |
|
|
2019
Q3 | $937K | Hold |
16,057
| – | – | 0.14% | 46 |
|
|
2019
Q2 | $926K | Hold |
16,057
| – | – | 0.14% | 47 |
|
|
2019
Q1 | $947K | Hold |
16,057
| – | – | 0.15% | 39 |
|
|
2018
Q4 | $851K | Sell |
16,057
-128
| -0.8% | -$6.78K | 0.15% | 41 |
|
|
2018
Q3 | $944K | Hold |
16,185
| – | – | 0.15% | 41 |
|
|
2018
Q2 | $943K | Hold |
16,185
| – | – | 0.16% | 40 |
|
|
2018
Q1 | $953K | Buy |
+16,185
| New | +$953K | 0.16% | 43 |
|