McClarren Financial Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,258
| Closed | -$164K | – | 52 |
|
|
2022
Q1 | $164K | Sell |
3,258
-2
| -0.1% | -$101 | 0.12% | 68 |
|
|
2021
Q4 | $177K | Buy |
3,260
+27
| +0.8% | +$1.47K | 0.12% | 68 |
|
|
2021
Q3 | $177K | Buy |
3,233
+692
| +27% | +$37.9K | 0.14% | 58 |
|
|
2021
Q2 | $139K | Buy |
2,541
+271
| +12% | +$14.8K | 0.11% | 65 |
|
|
2021
Q1 | $124K | Buy |
2,270
+1
| +0% | +$55 | 0.11% | 69 |
|
|
2020
Q4 | $127K | Buy |
+2,269
| New | +$127K | 0.12% | 67 |
|