LGT Financial Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-340
| Closed | -$17.1K | – | 750 |
|
|
2024
Q3 | $17.1K | Hold |
340
| – | – | 0.04% | 309 |
|
|
2024
Q2 | $15.3K | Buy |
340
+3
| +0.9% | +$135 | 0.03% | 374 |
|
|
2024
Q1 | $14.8K | Hold |
337
| – | – | 0.02% | 423 |
|
|
2023
Q4 | $14.8K | Buy |
337
+8
| +2% | +$352 | 0.02% | 402 |
|
|
2023
Q3 | $14.1K | Buy |
+329
| New | +$14.1K | 0.02% | 414 |
|
|
2023
Q1 | – | Sell |
-1,655
| Closed | -$70.6K | – | 156 |
|
|
2022
Q4 | $70.6K | Buy |
+1,655
| New | +$70.6K | 0.08% | 126 |
|