LifePlan Financial Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $21K | Hold |
263
| – | – | 0.01% | 331 |
|
|
2020
Q2 | $20K | Hold |
263
| – | – | 0.01% | 335 |
|
|
2020
Q1 | $16K | Hold |
263
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $20K | Hold |
263
| – | – | 0.01% | 346 |
|
|
2019
Q3 | $19K | Hold |
263
| – | – | 0.01% | 351 |
|
|
2019
Q2 | $18K | Hold |
263
| – | – | 0.01% | 351 |
|
|
2019
Q1 | $18K | Hold |
263
| – | – | 0.01% | 353 |
|
|
2018
Q4 | $16K | Hold |
263
| – | – | 0.01% | 347 |
|
|
2018
Q3 | $18K | Hold |
263
| – | – | 0.01% | 345 |
|
|
2018
Q2 | $17K | Hold |
263
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $16K | Buy |
+263
| New | +$16K | 0.01% | 333 |
|