MHR
Matthew Hamilton Rosenberg’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4
| Closed | -$228 | – | 932 |
|
2023
Q3 | $228 | Hold |
4
| – | – | ﹤0.01% | 853 |
|
2023
Q2 | $244 | Sell |
4
-8
| -67% | -$488 | ﹤0.01% | 873 |
|
2023
Q1 | $715 | Hold |
12
| – | – | ﹤0.01% | 850 |
|
2022
Q4 | $651 | Buy |
+12
| New | +$651 | ﹤0.01% | 849 |
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 860 |
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 768 |
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 733 |
|
2021
Q4 | $1K | Buy |
12
+4
| +50% | +$333 | ﹤0.01% | 708 |
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 676 |
|