LSA
Lion Street Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,978
| Closed | -$525K | – | 264 |
|
|
2023
Q2 | $525K | Buy |
+4,978
| New | +$525K | 0.18% | 114 |
|
|
2021
Q1 | – | Sell |
-5,184
| Closed | -$421K | – | 22 |
|
|
2020
Q4 | $421K | Buy |
5,184
+1,079
| +26% | +$87.6K | 1.03% | 23 |
|
|
2020
Q3 | $315K | Buy |
+4,105
| New | +$315K | 0.64% | 37 |
|
|
2020
Q2 | – | Sell |
-976
| Closed | -$56K | – | 149 |
|
|
2020
Q1 | $56K | Buy |
+976
| New | +$56K | 0.31% | 47 |
|