Harvest Group Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $698K | Sell |
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|
2022
Q4 | $737K | Sell |
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|
2022
Q3 | $680K | Sell |
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|
2022
Q2 | $906K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $9.47M | Buy |
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|
2021
Q3 | $8.22M | Buy |
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|
2021
Q2 | $8M | Buy |
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|
2021
Q1 | $7.76M | Sell |
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|
2020
Q4 | $7.44M | Sell |
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|
2020
Q3 | $7.11M | Sell |
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|
2020
Q2 | $7.22M | Sell |
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|
2020
Q1 | $7.04M | Buy |
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|
2019
Q4 | $6.56M | Buy |
|