Lumature Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $41.7K | Hold |
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2023
Q1 | $41.5K | Hold |
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|
2022
Q4 | $39.6K | Sell |
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|
2022
Q3 | $81K | Sell |
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|
2022
Q2 | $131K | Hold |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $173K | Sell |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $600K | Buy |
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