Pacific Center for Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-778
| Closed | -$51K | – | 311 |
|
|
2019
Q4 | $51K | Buy |
778
+4
| +0.5% | +$262 | 0.02% | 122 |
|
|
2019
Q3 | $45K | Sell |
774
-145
| -16% | -$8.43K | 0.02% | 124 |
|
|
2019
Q2 | $53K | Buy |
919
+8
| +0.9% | +$461 | 0.03% | 115 |
|
|
2019
Q1 | $54K | Hold |
911
| – | – | 0.03% | 109 |
|
|
2018
Q4 | $48K | Buy |
911
+9
| +1% | +$474 | 0.03% | 110 |
|
|
2018
Q3 | $53K | Sell |
902
-319
| -26% | -$18.7K | 0.03% | 110 |
|
|
2018
Q2 | $69K | Buy |
1,221
+16
| +1% | +$904 | 0.04% | 93 |
|
|
2018
Q1 | $71K | Buy |
1,205
+239
| +25% | +$14.1K | 0.04% | 89 |
|
|
2017
Q4 | $57K | Buy |
966
+688
| +247% | +$40.6K | 0.03% | 98 |
|
|
2017
Q3 | $16K | Buy |
+278
| New | +$16K | 0.01% | 163 |
|