My Legacy Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,353
| Closed | -$266K | – | 209 |
|
|
2023
Q3 | $266K | Sell |
6,353
-2,249
| -26% | -$94.3K | 0.11% | 180 |
|
|
2023
Q2 | $400K | Buy |
8,602
+1,959
| +29% | +$91K | 0.16% | 163 |
|
|
2023
Q1 | $302K | Buy |
6,643
+1,530
| +30% | +$69.6K | 0.13% | 180 |
|
|
2022
Q4 | $240K | Sell |
5,113
-1,259
| -20% | -$59.1K | 0.1% | 191 |
|
|
2022
Q3 | $253K | Buy |
6,372
+1,304
| +26% | +$51.8K | 0.13% | 186 |
|
|
2022
Q2 | $232K | Buy |
+5,068
| New | +$232K | 0.12% | 187 |
|