OLVIG
Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-72
| Closed | -$5.43K | – | 763 |
|
|
2023
Q4 | $5.43K | Sell |
72
-269
| -79% | -$20.3K | ﹤0.01% | 499 |
|
|
2023
Q3 | $23.6K | Sell |
341
-191
| -36% | -$13.2K | 0.01% | 327 |
|
|
2023
Q2 | $38.8K | Sell |
532
-9
| -2% | -$657 | 0.01% | 275 |
|
|
2023
Q1 | $38.8K | Sell |
541
-341
| -39% | -$24.5K | 0.02% | 210 |
|
|
2022
Q4 | $58K | Sell |
882
-289
| -25% | -$19K | 0.03% | 167 |
|
|
2022
Q3 | $66K | Sell |
1,171
-97
| -8% | -$5.47K | 0.04% | 146 |
|
|
2022
Q2 | $80K | Buy |
1,268
+67
| +6% | +$4.23K | 0.05% | 143 |
|
|
2022
Q1 | $84K | Buy |
+1,201
| New | +$84K | 0.06% | 146 |
|