JFG Wealth Management’s SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25,936
| Closed | -$775K | – | 47 |
|
|
2021
Q1 | $775K | Sell |
25,936
-12,392
| -32% | -$370K | 0.43% | 14 |
|
|
2020
Q4 | $1.09M | Hold |
38,328
| – | – | 0.59% | 13 |
|
|
2020
Q3 | $964K | Hold |
38,328
| – | – | 0.68% | 16 |
|
|
2020
Q2 | $888K | Buy |
38,328
+27,872
| +267% | +$646K | 0.85% | 11 |
|
|
2020
Q1 | $205K | Buy |
+10,456
| New | +$205K | 0.34% | 11 |
|