Heritage Wealth Management (Arizona)’s iShares USD Green Bond ETF BGRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $109K | Buy |
2,368
+1,180
| +99% | +$54.2K | 0.02% | 403 |
|
|
2022
Q3 | $54K | Sell |
1,188
-96
| -7% | -$4.36K | 0.02% | 391 |
|
|
2022
Q2 | $61.3K | Sell |
1,284
-215
| -14% | -$10.3K | 0.02% | 386 |
|
|
2022
Q1 | $76K | Buy |
+1,499
| New | +$76K | 0.02% | 406 |
|
|
2021
Q3 | $56K | Buy |
1,018
+193
| +23% | +$10.6K | 0.02% | 429 |
|
|
2021
Q2 | $45K | Buy |
825
+141
| +21% | +$7.69K | 0.02% | 465 |
|
|
2021
Q1 | $37K | Buy |
+684
| New | +$37K | 0.02% | 420 |
|