Merriman Wealth Management’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,416
| Closed | -$413K | – | 162 |
|
|
2020
Q2 | $413K | Hold |
3,416
| – | – | 0.07% | 117 |
|
|
2020
Q1 | $349K | Hold |
3,416
| – | – | 0.08% | 107 |
|
|
2019
Q4 | $442K | Hold |
3,416
| – | – | 0.09% | 132 |
|
|
2019
Q3 | $410K | Hold |
3,416
| – | – | 0.08% | 125 |
|
|
2019
Q2 | $4.12K | Hold |
3,416
| – | – | 0.08% | 134 |
|
|
2019
Q1 | $398K | Hold |
3,416
| – | – | 0.08% | 147 |
|
|
2018
Q4 | $358K | Hold |
3,416
| – | – | 0.08% | 106 |
|
|
2018
Q3 | $410K | Hold |
3,416
| – | – | 0.09% | 121 |
|
|
2018
Q2 | $394K | Hold |
3,416
| – | – | 0.09% | 124 |
|
|
2018
Q1 | $399K | Buy |
+3,416
| New | +$399K | 0.11% | 136 |
|