FIG
FundX Investment Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $350K | Sell |
3,857
-10,000
| -72% | -$907K | 0.09% | 42 |
|
|
2021
Q3 | $1.33M | Sell |
13,857
-1,800
| -11% | -$173K | 0.63% | 21 |
|
|
2021
Q2 | $2.24K | Sell |
15,657
-23,268
| -60% | -$3.32K | 0.23% | 21 |
|
|
2021
Q1 | $3.69M | Buy |
38,925
+768
| +2% | +$72.8K | 2.08% | 11 |
|
|
2020
Q4 | $3.56M | Buy |
38,157
+1,000
| +3% | +$93.4K | 1.49% | 15 |
|
|
2020
Q3 | $2.99M | Buy |
37,157
+10,000
| +37% | +$805K | 1.15% | 18 |
|
|
2020
Q2 | $1.85M | Buy |
27,157
+3,157
| +13% | +$215K | 0.78% | 23 |
|
|
2020
Q1 | $1.38M | Buy |
+24,000
| New | +$1.38M | 0.51% | 23 |
|