Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $345K | Buy |
5,500
+311
| +6% | +$19.5K | ﹤0.01% | 2105 |
|
|
2019
Q3 | $302K | Buy |
5,189
+575
| +12% | +$33.5K | ﹤0.01% | 2167 |
|
|
2019
Q2 | $267K | Buy |
4,614
+933
| +25% | +$54K | ﹤0.01% | 2243 |
|
|
2019
Q1 | $217K | Sell |
3,681
-60
| -2% | -$3.54K | ﹤0.01% | 2330 |
|
|
2018
Q4 | $199K | Buy |
3,741
+228
| +6% | +$12.1K | ﹤0.01% | 2255 |
|
|
2018
Q3 | $205K | Sell |
3,513
-1,212
| -26% | -$70.7K | ﹤0.01% | 2294 |
|
|
2018
Q2 | $278K | Hold |
4,725
| – | – | ﹤0.01% | 1976 |
|
|
2018
Q1 | $278K | Buy |
4,725
+1,220
| +35% | +$71.8K | ﹤0.01% | 1976 |
|
|
2017
Q4 | $208K | Buy |
3,505
+1,843
| +111% | +$109K | ﹤0.01% | 2193 |
|
|
2017
Q3 | $96K | Buy |
1,662
+552
| +50% | +$31.9K | ﹤0.01% | 2631 |
|
|
2017
Q2 | $62K | Hold |
1,110
| – | – | ﹤0.01% | 2878 |
|
|
2017
Q1 | $57K | Buy |
1,110
+300
| +37% | +$15.4K | ﹤0.01% | 2818 |
|
|
2016
Q4 | $39K | Hold |
810
| – | – | ﹤0.01% | 3034 |
|
|
2016
Q3 | $41K | Buy |
810
+200
| +33% | +$10.1K | ﹤0.01% | 2937 |
|
|
2016
Q2 | $29K | Buy |
+610
| New | +$29K | ﹤0.01% | 3089 |
|