Monumental Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,480
| Closed | -$282K | – | 43 |
|
|
2023
Q4 | $282K | Buy |
+3,480
| New | +$282K | 0.17% | 39 |
|
|
2023
Q2 | – | Sell |
-2,037
| Closed | -$161K | – | 77 |
|
|
2023
Q1 | $161K | Buy |
+2,037
| New | +$161K | 0.12% | 51 |
|
|
2022
Q2 | – | Sell |
-1,724
| Closed | -$147K | – | 57 |
|
|
2022
Q1 | $147K | Buy |
+1,724
| New | +$147K | 0.12% | 26 |
|
|
2021
Q3 | – | Sell |
-1,663
| Closed | -$165K | – | 79 |
|
|
2021
Q2 | $165K | Buy |
+1,663
| New | +$165K | 0.14% | 27 |
|