Highline Wealth Partners’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
556
+4
| +0.7% | +$750 | 0.03% | 111 |
|
|
2025
Q1 | $93.8K | Buy |
552
+66
| +14% | +$11.2K | 0.03% | 110 |
|
|
2024
Q4 | $81.6K | Buy |
486
+154
| +46% | +$25.9K | 0.03% | 108 |
|
|
2024
Q3 | $57.4K | Buy |
332
+39
| +13% | +$6.74K | 0.02% | 125 |
|
|
2024
Q2 | $48.1K | Buy |
293
+3
| +1% | +$493 | 0.02% | 129 |
|
|
2024
Q1 | $47.3K | Buy |
290
+4
| +1% | +$652 | 0.02% | 141 |
|
|
2023
Q4 | $42.7K | Sell |
286
-161
| -36% | -$24.1K | 0.02% | 133 |
|
|
2023
Q3 | $60.3K | Buy |
447
+1
| +0.2% | +$135 | 0.04% | 111 |
|
|
2023
Q2 | $62.5K | Buy |
446
+3
| +0.7% | +$420 | 0.04% | 106 |
|
|
2023
Q1 | $58.6K | Hold |
443
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $53.7K | Sell |
443
-438
| -50% | -$53.1K | 0.04% | 107 |
|
|
2022
Q3 | $96.7K | Buy |
+881
| New | +$96.7K | 0.08% | 91 |
|