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 |
|