HC Financial Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $149K | Hold |
1,657
| – | – | 0.1% | 87 |
|
|
2022
Q1 | $182K | Hold |
1,657
| – | – | 0.11% | 81 |
|
|
2021
Q4 | $192K | Buy |
1,657
+47
| +3% | +$5.45K | 0.11% | 84 |
|
|
2021
Q3 | $170K | Sell |
1,610
-100
| -6% | -$10.6K | 0.1% | 81 |
|
|
2021
Q2 | $180K | Hold |
1,710
| – | – | 0.1% | 83 |
|
|
2021
Q1 | $167K | Buy |
1,710
+5
| +0.3% | +$488 | 0.1% | 83 |
|
|
2020
Q4 | $156K | Hold |
1,705
| – | – | 0.1% | 85 |
|
|
2020
Q3 | $139K | Hold |
1,705
| – | – | 0.1% | 80 |
|
|
2020
Q2 | $127K | Hold |
1,705
| – | – | 0.1% | 75 |
|
|
2020
Q1 | $106K | Buy |
+1,705
| New | +$106K | 0.09% | 81 |
|