Patriot Financial Group Insurance Agency’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-101
| Closed | -$9K | – | 868 |
|
|
2022
Q2 | $9K | Hold |
101
| – | – | ﹤0.01% | 1276 |
|
|
2022
Q1 | $11K | Hold |
101
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q4 | $12K | Hold |
101
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q3 | $11K | Hold |
101
| – | – | ﹤0.01% | 1430 |
|
|
2021
Q2 | $11K | Hold |
101
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q1 | $10K | Buy |
+101
| New | +$10K | ﹤0.01% | 1347 |
|