Levy Wealth Management Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $445K | Hold |
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|
2023
Q4 | $445K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $298K | Buy |
|