HGWM
Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $698K | Sell |
8,812
-530
| -6% | -$42K | 0.43% | 31 |
|
|
2022
Q4 | $737K | Sell |
9,342
-207
| -2% | -$16.3K | 0.48% | 33 |
|
|
2022
Q3 | $680K | Sell |
9,549
-1,406
| -13% | -$100K | 0.45% | 35 |
|
|
2022
Q2 | $906K | Sell |
10,955
-1,958
| -15% | -$162K | 0.56% | 29 |
|
|
2022
Q1 | $1.1M | Sell |
12,913
-91,483
| -88% | -$7.81M | 0.63% | 26 |
|
|
2021
Q4 | $9.48M | Buy |
104,396
+18,807
| +22% | +$1.71M | 5.32% | 3 |
|
|
2021
Q3 | $8.22M | Buy |
85,589
+5,077
| +6% | +$488K | 4.83% | 6 |
|
|
2021
Q2 | $8M | Buy |
80,512
+2,044
| +3% | +$203K | 4.77% | 7 |
|
|
2021
Q1 | $7.76M | Sell |
78,468
-1,244
| -2% | -$123K | 4.87% | 8 |
|
|
2020
Q4 | $7.44M | Sell |
79,712
-8,632
| -10% | -$806K | 4.44% | 8 |
|
|
2020
Q3 | $7.11M | Sell |
88,344
-17,651
| -17% | -$1.42M | 4.93% | 7 |
|
|
2020
Q2 | $7.22M | Sell |
105,995
-16,407
| -13% | -$1.12M | 6.04% | 7 |
|
|
2020
Q1 | $7.04M | Buy |
122,402
+22,136
| +22% | +$1.27M | 7.09% | 3 |
|
|
2019
Q4 | $6.56M | Buy |
+100,266
| New | +$6.56M | 5.73% | 10 |
|