Madrona Financial Services’s AdvisorShares North Square McKee ESG Core Bond ETF MENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $251K | Hold |
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|
2020
Q1 | $248K | Hold |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $12.1M | Sell |
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|
2018
Q4 | $12M | Sell |
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|
2018
Q3 | $13.2M | Sell |
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|
2018
Q2 | $13.3M | Sell |
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|
2018
Q1 | $13.8M | Buy |
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|
2017
Q4 | $13.4M | Buy |
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|
2017
Q3 | $13.5M | Buy |
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|
2017
Q2 | $13.4M | Buy |
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|
2017
Q1 | $12.8M | Sell |
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|
2016
Q4 | $14M | Sell |
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|
2016
Q3 | $15.4M | Sell |
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|
2016
Q2 | $16M | Sell |
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|
2016
Q1 | $16.3M | Sell |
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|
2015
Q4 | $21M | Buy |
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|
2015
Q3 | $20.9M | Sell |
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|
2015
Q2 | $21.5M | Buy |
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|
2015
Q1 | $21.6M | Buy |
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|
2014
Q4 | $20.6M | Buy |
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