Patriot Financial Group Insurance Agency’s iShares USD Green Bond ETF BGRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-228
| Closed | -$11K | – | 559 |
|
|
2022
Q2 | $11K | Buy |
228
+2
| +0.9% | +$96 | ﹤0.01% | 1195 |
|
|
2022
Q1 | $11K | Sell |
226
-35
| -13% | -$1.7K | ﹤0.01% | 1307 |
|
|
2021
Q4 | $14K | Buy |
261
+1
| +0.4% | +$54 | ﹤0.01% | 1342 |
|
|
2021
Q3 | $14K | Buy |
260
+175
| +206% | +$9.42K | ﹤0.01% | 1340 |
|
|
2021
Q2 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 1632 |
|