Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,750
| Closed | -$300K | – | 558 |
|
|
2024
Q1 | $300K | Hold |
1,750
| – | – | ﹤0.01% | 235 |
|
|
2023
Q4 | $291K | Hold |
1,750
| – | – | ﹤0.01% | 242 |
|
|
2023
Q3 | $264K | Buy |
+1,750
| New | +$264K | ﹤0.01% | 253 |
|
|
2019
Q2 | – | Sell |
-71
| Closed | -$8K | – | 715 |
|
|
2019
Q1 | $8K | Buy |
+71
| New | +$8K | ﹤0.01% | 570 |
|