Laurel Wealth Advisors (North Carolina)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21
| Closed | -$632 | – | 601 |
|
|
2022
Q4 | $632 | Hold |
21
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 584 |
|
|
2020
Q4 | – | Sell |
-103
| Closed | -$4K | – | 594 |
|
|
2020
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 435 |
|