Hayden Royal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $380K | Hold |
3,518
| – | – | 0.89% | 27 |
|
|
2021
Q3 | $346K | Buy |
3,518
+557
| +19% | +$54.8K | 0.56% | 47 |
|
|
2021
Q2 | $292K | Sell |
2,961
-276
| -9% | -$27.2K | 0.16% | 147 |
|
|
2021
Q1 | $294K | Sell |
3,237
-1,757
| -35% | -$160K | 0.17% | 130 |
|
|
2020
Q4 | $430K | Buy |
4,994
+1,212
| +32% | +$104K | 0.23% | 99 |
|
|
2020
Q3 | $288K | Buy |
3,782
+99
| +3% | +$7.54K | 0.15% | 148 |
|
|
2020
Q2 | $258K | Buy |
+3,683
| New | +$258K | 0.15% | 126 |
|