Laurel Wealth Advisors (North Carolina)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-98
Closed -$9.2K 579
2023
Q3
$9.2K Hold
98
﹤0.01% 410
2023
Q2
$9.55K Hold
98
﹤0.01% 411
2023
Q1
$8.87K Hold
98
﹤0.01% 414
2022
Q4
$8.31K Hold
98
﹤0.01% 395
2022
Q3
$8K Hold
98
﹤0.01% 392
2022
Q2
$8K Buy
+98
New +$8K ﹤0.01% 394
2020
Q4
Sell
-111
Closed -$8K 595
2020
Q3
$8K Buy
+111
New +$8K ﹤0.01% 397