LWMG
Levy Wealth Management Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $412K | Sell |
5,494
-2
| -0% | -$150 | 0.11% | 66 |
|
|
2024
Q1 | $445K | Hold |
5,496
| – | – | 0.13% | 61 |
|
|
2023
Q4 | $445K | Buy |
5,496
+52
| +1% | +$4.22K | 0.13% | 61 |
|
|
2023
Q3 | $406K | Buy |
5,444
+42
| +0.8% | +$3.13K | 0.13% | 64 |
|
|
2023
Q2 | $427K | Buy |
5,402
+385
| +8% | +$30.4K | 0.13% | 64 |
|
|
2023
Q1 | $397K | Buy |
5,017
+554
| +12% | +$43.9K | 0.12% | 64 |
|
|
2022
Q4 | $352K | Buy |
4,463
+39
| +0.9% | +$3.08K | 0.12% | 60 |
|
|
2022
Q3 | $314K | Sell |
4,424
-1,285
| -23% | -$91.2K | 0.14% | 56 |
|
|
2022
Q2 | $456K | Buy |
5,709
+318
| +6% | +$25.4K | 0.21% | 44 |
|
|
2022
Q1 | $460K | Buy |
5,391
+141
| +3% | +$12K | 0.19% | 42 |
|
|
2021
Q4 | $477K | Buy |
5,250
+38
| +0.7% | +$3.45K | 0.22% | 42 |
|
|
2021
Q3 | $501K | Buy |
5,212
+140
| +3% | +$13.5K | 0.28% | 35 |
|
|
2021
Q2 | $504K | Buy |
5,072
+303
| +6% | +$30.1K | 0.29% | 37 |
|
|
2021
Q1 | $452K | Buy |
4,769
+1,574
| +49% | +$149K | 0.3% | 35 |
|
|
2020
Q4 | $298K | Buy |
+3,195
| New | +$298K | 0.21% | 44 |
|