Lido Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,568
| Closed | -$289K | – | 1258 |
|
|
2023
Q4 | $289K | Hold |
3,568
| – | – | ﹤0.01% | 943 |
|
|
2023
Q3 | $266K | Buy |
3,568
+1
| +0% | +$75 | ﹤0.01% | 870 |
|
|
2023
Q2 | $282K | Sell |
3,567
-1,501
| -30% | -$119K | ﹤0.01% | 859 |
|
|
2023
Q1 | $401K | Buy |
5,068
+1
| +0% | +$79 | ﹤0.01% | 694 |
|
|
2022
Q4 | $400K | Hold |
5,067
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $359K | Buy |
+5,067
| New | +$359K | ﹤0.01% | 588 |
|