Halpern Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-101
| Closed | -$10.2K | – | 324 |
|
|
2022
Q1 | $10.2K | Buy |
+101
| New | +$10.2K | ﹤0.01% | 170 |
|
|
2020
Q4 | – | Sell |
-62
| Closed | -$4.73K | – | 206 |
|
|
2020
Q3 | $4.73K | Buy |
+62
| New | +$4.73K | ﹤0.01% | 158 |
|
|
2020
Q2 | – | Sell |
-74
| Closed | -$4.25K | – | 179 |
|
|
2020
Q1 | $4.25K | Buy |
+74
| New | +$4.25K | ﹤0.01% | 126 |
|