Harvest Group Wealth Management’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $11.5K | Sell |
87
-3
| -3% | -$396 | 0.01% | 78 |
|
|
2022
Q4 | $10.9K | Hold |
90
| – | – | 0.01% | 81 |
|
|
2022
Q3 | $10K | Hold |
90
| – | – | 0.01% | 81 |
|
|
2022
Q2 | $11K | Hold |
90
| – | – | 0.01% | 84 |
|
|
2022
Q1 | $13K | Sell |
90
-5,801
| -98% | -$838K | 0.01% | 69 |
|
|
2021
Q4 | $895K | Buy |
5,891
+2,860
| +94% | +$435K | 0.5% | 32 |
|
|
2021
Q3 | $427K | Buy |
3,031
+675
| +29% | +$95.1K | 0.25% | 30 |
|
|
2021
Q2 | $332K | Buy |
2,356
+1,067
| +83% | +$150K | 0.2% | 28 |
|
|
2021
Q1 | $177K | Buy |
1,289
+1,003
| +351% | +$138K | 0.11% | 28 |
|
|
2020
Q4 | $36K | Hold |
286
| – | – | 0.02% | 122 |
|
|
2020
Q3 | $31K | Buy |
286
+190
| +198% | +$20.6K | 0.02% | 123 |
|
|
2020
Q2 | $9K | Buy |
96
+6
| +7% | +$563 | 0.01% | 219 |
|
|
2020
Q1 | $7K | Buy |
+90
| New | +$7K | 0.01% | 234 |
|