HM Payson & Co’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-150
| Closed | -$14K | – | 1155 |
|
|
2021
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 795 |
|
|
2021
Q2 | $15K | Sell |
150
-260
| -63% | -$26K | ﹤0.01% | 788 |
|
|
2021
Q1 | $39K | Hold |
410
| – | – | ﹤0.01% | 645 |
|
|
2020
Q4 | $38K | Hold |
410
| – | – | ﹤0.01% | 654 |
|
|
2020
Q3 | $33K | Hold |
410
| – | – | ﹤0.01% | 635 |
|
|
2020
Q2 | $28K | Hold |
410
| – | – | ﹤0.01% | 615 |
|
|
2020
Q1 | $24K | Hold |
410
| – | – | ﹤0.01% | 610 |
|
|
2019
Q4 | $27K | Hold |
410
| – | – | ﹤0.01% | 684 |
|
|
2019
Q3 | $24K | Buy |
+410
| New | +$24K | ﹤0.01% | 700 |
|