JPLA
Joseph P. Lucia & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-25
| Closed | -$2K | – | 202 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 392 |
|
|
2022
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 385 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$2K | – | 249 |
|
|
2021
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 442 |
|